Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 45.51

+10.7%

Jan 9 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jim McMannis who wrote (55516)	5/14/1998 4:07:00 PM
From: Lizzie Tudor	Read Replies (1) of 186894

I can't believe I'm hearing this: 4 years ago you couldn't pay someone to own a boxmaker. Suddenly now everyone wants to own one at any price. 4 years ago the boxmakers were not technology companies. They were pure manufacturing in the classic sense. Now, Dell especially has invested in logistical operations - and this investment requires just as much vision, design, mgmt as any engineering product. Its sort of like Intel going from memory to CPUs, the whole business model, valuation, etc. for these companies has changed. The caviat is that the application software vendors are now trying to produce general software that will help any company do what Dell has done. If they succeed - and they may not - then Dell valuation will decline. Michelle

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next