Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.92

+4.1%

2:12 PM EST

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To: Frank Ellis Morris who wrote (53495)	4/15/1998 8:10:00 PM
From: lbs	Read Replies (2) of 186894

I think that you are overstating your position. Kurlac has been right concerning his calls on Intel over the last 6 months. As a long-term intel shareholder, I am disappointed with the results of the company, not with the opinion of an analyst. The fact is that Intel's earnings are going to be down sequentially for the fist time since 1989. Intel and the box makers have clearly gotten ahead of the market. Is this permanent, no. But blaming Kurlac is going to do no good. I think that Intel's long-term prospects remain strong, but their previous business model has taken it on the chin. Businesses are no longer willing to pay orders of magnitude more for the fastest chips. NT 5.0 and bandwidth will bring back the demand. Corporations will upgrade. Consumers will clearly see the need for more power. .25 microns will help margins. Accusing Kurlak of violating the Ricco laws is silly. Blame Andy Grove for not anticipating the sub 1000 PC and the slowdown in demand.

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