Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 48.72

+3.0%

3:59 PM EST

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To: Glenn Barrera who wrote (61067)	7/23/1998 10:57:00 PM
From: TTOSBT	Read Replies (1) of 186894

Re: "Think of intc's fixed costs. Do you see a problem when they start shifting to lower cost cpu's (unless the volume makes up for it or they sell enough high end Xeon's or some other revenue increase)?" There is one big factor Kurlak always leaves out when predicting Intel's future, and your doing it here. He did it when the .18 micron was first mentioned. He said something to the effect that Intel will flood the market cause the .18 micron was using less materials so their would be an over supply of chips. He always UNDERESTIMATES INTEL MANAGEMENT! Don't you think if you know it and he knows it that Intel's management knows it also and that they have already worked it out. Just because they haven't let all the details out doesn't mean you can factor them in as negatives. Wall Street loves Intel because it is one of those few companies you can count on to fill in all the blanks. Then if you lose you know you had the best shot bar none! TTOSBT

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