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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST

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To: Paul Engel who wrote (55735)5/18/1998 7:45:00 PM
From: SEMIHH  Read Replies (1) of 186894
 
>>ALL the FAB capacity in the world will not help a company if they have the WRONG PRODUCTS! <<

Well Said Paul Engel, now that certainly applies to INTC on the sub-$1000 PC MPUs doesn't it? What in blazes is a 64-bit MPU going to do for a user in this category? This first released cheap chip of INTC - the Celeron, cannot be viewed as a serious entry, especially in it's present cacheless wonder half-life. It was a good marketing response, that is... until it sits side by side with another system using the competitor Microprocessor... all of a sudden "INTC Inside" takes on a whole new meaning... Less for a higher price... INTC has a low end problem, and instead of addressing it, they are rationalizing...

When will be the time to get into INTC?

When you see the company waking up to the SERIOUS cutbacks they need to make to get off this 64-bit pie-in-the-sky low volume product they percieve we all can't live without, and wake up to the real facts that
the PC itself along with all of the components that make a PC are now a fully consumerized electronics business...

When you see INTC having a serious layoff, slashing prices on their products to compete on a price/performance basis with them instead of engaging in denial about their competitive products, these are signs that INTC has finally figured it out and will take the bitter pills necessary to regain full control of their monopoly... Let's hope it will be sooner than later.
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