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Technology Stocks : Intel Corporation (INTC)
INTC 33.60-4.3%3:58 PM EST

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To: fut_trade who wrote (53999)4/21/1998 9:51:00 AM
From: Shibumi  Read Replies (2) of 186894
 
>>"Not only did Grove miss this particular inflection point, but he also badly miscalculated the company's efforts to address it"<<

What's interesting about the article is that this is the same kind of stuff that all of the pundits threw at Microsoft concerning the Internet several years ago. While Microsoft (and Intel) can't see the future, they both seem to be unparalleled in their ability to respond to situations.

In terms of equity markets, the Microsoft situation turned out to be a buying opportunity. I think we're seeing the same with Intel.
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