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Technology Stocks : Intel Corporation (INTC)
INTC 46.96-2.8%Jan 16 9:30 AM EST
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To: dougjn who wrote (53151)4/14/1998 8:12:00 PM
From: nnillionaire  Read Replies (1) of 186894
 
dougin,

I agree with many of your points, particularly...>>No amount of horsepower now on the horizon is too much in the workstation /
graphics display station / high end server markets. (I.e., the Sun / HP / SGI markets
of today.) And Intc can under price and out produce the competition. And has the aura of invincibility about them, which will probably cause the software support to be robust.<<

My concern here is that the low end products including Celeron will adversely affect that 'aura' in the minds of many. The mistakes of the Cadillac Cimmeron and the IBM PCjr, both utilizing a similar marketing strategy of lower performance for the lower priced consumer segment spring to mind.

FWIW, I'm still long INTC.

Good Investing.
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