BedTime for Intel or Kurlak??? Message Board

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Strategies & Market Trends : BedTime for Intel or Kurlak???

INTC 41.50

+5.0%

Oct 28 3:59 PM EDT

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To: Jimbo Cobb who wrote (27)	5/4/1998 11:48:00 PM
From: hb	of 29

Over the next 18 months: 1. Is the margin on processors going to increase - probably no 2. is the market share going to increase - no (sub1000 pc invasion) 3. any new market for intel - yes, communications/networking low end, 3d graphics 4. is the new market margin as good as processor - probably no 5. is there a blockbuster product with high margin - not sure based on above intc should trade in the range of 60-100 depending on the behavior of the rest of the market. However, if it starts acquiring new businesses, it could go higher.

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