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Technology Stocks : Intel Corporation (INTC)
INTC 48.59-1.3%3:59 PM EST

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To: Fred Fahmy who wrote (5123)11/12/1996 10:16:00 AM
From: Road Walker   of 186894
 
Fred,

I agree completely with your post re: Intel management. Still it is a young company in an immature, evolving industry, risk is there on the down side; reward can certainly exceed the others in the top 10 earning list.

I've said here before, I think Intel will and should get into the PC box business (not today, but sometime well in the future). One thing you will note on that earnings list is that all the companies manufacture consumer branded, finished products (with the exception of Merck maybe). None are *component* manufacturers. It is unique (but I don't believe sustainable) for a component manufacturer to command the brand equity the Intel enjoys.

John
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