Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 47.14

-6.1%

3:59 PM EST

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To: Paul Engel who wrote (4613)	10/28/1996 2:14:00 AM
From: Aaron Cooperband	of 186894

Paul - If INTC/MSFT's announcement of their own NC computer is purely a defensive move, then the announcement should probably be viewed as a negative for INTC (although not necessarily so for MSFT). If there was significant earnings potential in the market, then INTC would have tackled it earlier rather than waiting for their competitors to dictate their moves. Even if INTC needs to enter the market at zero-profit levels, however, it may be justifiable if it enables them to maintain their franchise long term. Aaron

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