Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 50.44

+4.5%

11:05 AM EST

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To: Bernard Newman who wrote (5099)	11/11/1996 9:28:00 PM
From: Anthony Mascarenhas	of 186894

I am a little surprised. Technological factors, can be many such as a different manufacturing process, which makes competitors entry cost much less (a flood of chinese manufacturing maybe?), A computing paradigm shift (maybe NC's, small Web devices etc..) causing commoditization of the microprocessor. New inventions..... Intel once was a memory company, and nobody at that time thought that memory would be commodotized. This is explained in the latest Andy Grove's book. Intel is more exposed to these risks as compared to GE. Because aircraft engines may be replaced, but Darn it I got to watch that CNBC show with Sue Herara. regards Anthony

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