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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

+2.7%

Nov 26 3:59 PM EST

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To: Steve Porter who wrote (57662)	6/9/1998 3:29:00 PM
From: Paul Engel	Read Replies (2) of 186894

Steve - Re: "But my whole argument is that Intel wouldn't have had to give up market share because AMD and Cyrix just can't produce enough chips to threaten Intel's massive production. " Cyrix has IBM's foundry at their disposal. AMD stated they had the ability to make 15 million to 20 million CPUs per year (as of last year) with Dresden Fab 30 under construction and a goal of taking 30% market share. AMD now also has IBM's foundry at their disposal. Intel did what any successful company did - they protected their market share while accepting a hit on profits - while still maintaining profits, but at a lower level. Intel's stock has taken a hit - that's the jeopardy of investing in technology stocks. However, if Intel's strategy is successful - and so far indications are that it is (with AMD and Cyrix financially crippled) - there will be a good payback to the patient investor. Paul

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