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Technology Stocks : Intel Corporation (INTC)

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To: Jim McMannis who wrote (60497)	7/16/1998 1:09:00 AM
From: Dale J.	Read Replies (1) of 186894

Jim, My point is that there is no real competition for Intel...I envision a day at Intel as a day filled with "What if" scenarios and rigorous mental testing. What do the following companies have in common? AMD, NSM/Cyrix DEC Alpha IBM/Motorola/Apple PowerPC pact. Samsung/Mitsubishi/Fujitsu pact MIPS SUN HP I will tell you: All have (or had) huge amounts of capital, all have great technical expertise and all have tried to compete with Intel. They failed (or appear to be failing). Intel's day is filled with "What if" scenarios and rigorous mental testing. That is why they appear peerless in the MP chip business. Intel, MSFT and the PC clones made IBM look like a brain-dead giant the way they took control of the PC market. DEC and SGI/MIPS both have very powerful chips for Windows NT. MSFT made it clear WIndows NT was a portable O.S. open for anyone who wanted it. Dale

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