Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

+10.2%

Nov 28 9:30 AM EST

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To: Steve Porter who wrote (59750)	7/11/1998 8:17:00 PM
From: Dale J.	Read Replies (1) of 186894

Steve, It has everything to do with the way Intel has chosen to respond. Intel was damned if they did, damned if they didn't. Only damned if they didn't. Intel only has allegiance to long-term investors. MSFT routinely talks down their stock, when investors complain, MSFT responds these sporadic run-ups are not good for the long-term investor. Well INTC is the same way, and the long-term view dictated INTC had to respond vigorously. AMD was talking about selling 20 million x86 chips and how INTC would be paralyzed with their high margins. Wrong. My guess is INTC will continue to respond using the law of proportionality. The more chips AMD produces the deeper INTC will cut prices. I fully agree you though, and I understand what you are saying about Jerry & company. He used the Netscape approach "we will kill windows". Well we know what happened. As it is AMD is severly hemoraging (I know it's not spelled correctly). NSM is so confused they don't know which end is up, despite the clearly marked box. IDTI is a little fly buzzing around.. it's hasn't done anything yet, but who knows what kind of disease it is carrying.. all it takes is 1 bite you know. <VBG> Nice analogy, but INTC has now been inoculated. Investors have accepted lower margins. As stockman would say "party's over dudes" for AMD. And as for Rise, IDT etc.. No way the party will never even begin for those guys. Dale

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