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Technology Stocks : Intel Corporation (INTC)

INTC 33.62

-4.2%

3:59 PM EST

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To: Shibumi who wrote (54010)	4/21/1998 5:00:00 PM
From: BelowTheCrowd	Read Replies (1) of 186894

Realistically, Intel has "missed" most of the key SIPs. Their strength has been in forcefully addressing the misses and getting back on track in a big way. Just two examples: The classic DRAM quandry. Intel continued in the DRAM business LONG after it was unprofitable. Moore and Grove didn't live up to and address the issue until much later in the game than they should have. But they addressed it right, and gave their investors a GREAT buying opportunity before transitioning the company into the microprocessor business. The Pentium flaw. Intel management went on for weeks, trying to do business the same old way, not recognizing that things had changed. Eventually they cam to the realization that they had passed a SIP, that the recognizable brand name brought with it a new level of responsibility to customer concerns (even stupid ones) and required new ways of dealing with them. So they dealt with it, but not before they gave us one of the greatest buying opportunities in recent memory. They may have given us another one when they recognized the sub-$1000 market just a bit "too late." mg

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