Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.94

-5.1%

3:59 PM EST

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To: Thomas M. who wrote (51614)	3/31/1998 1:59:00 AM
From: FactBoy	Read Replies (1) of 186894

If DRAM prices pick up, Intel CPU prices will fall even faster than they are. The two primary reasons why Intel had such a great '96 were the falling the DRAM prices and the lack of competition. The falling DRAM prices allowed Intel to effectively increase ASPs while staying in the OEM price bands. With no where to turn, OEMs just kept buying Intel CPUs. First viable chance they get, the OEMs will return the favor. Intel's continuing to price themselves out of the segments by "adding value" to chipsets trying to build barriers. This is failing miserably as users can't get any value out of AGP and other worthless innovations. The "typical" semiconductor company is selling at about 2X revenue. With optimistic PC growth rates, no increased DRAM prices and AMD/IDT/NAT coming on line, Intel stock should hit $30 per share within a year.

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