Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 43.48

+8.6%

Dec 2 3:59 PM EST

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To: SC who wrote (59992)	7/14/1998 8:46:00 AM
From: Joey Smith	Read Replies (1) of 186894

Shawn, pretty much the same old news. 2 major criticisms I have for the article: 1). when talking about margins, the author totally ignores the cost side of the equation. I wouldn't underestimate cost saving Intel is achieving using .25m, scale efficiencies, cutbacks, etc. Yes, price is going down, but so is cost. 2). Author way-off with regards to Xeon. He says Xeon will have tough going against SUN. Huh?? Xeon is invading SUN's turf, not the other way around. From the specs I have seen so far, XEON will be a big winner, and its Sun who should be worrying. We'll find a lot more about Intel tonight!!! joey

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