Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 47.14

-6.1%

Feb 10 3:59 PM EST

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To: Paul Engel who wrote (6174)	12/10/1996 5:54:00 PM
From: Anthony Mascarenhas	of 186894

Paul, I agree, that they are solvable, and will require huge investments both in R&D and capital spending. This is true for the semiconductor industry in general. There is no one else (unless IBM is hatcheting up some new process in its Watson research labs) who has the money to overcome these hurdles, other than Intel. It also raises the entry bar for the competition. On the negative side could cause the cost of microprocessors to go up significantly which could affect demand. But then 5-10 years is a long time. Oh! well can't have your cake and eat it too.. regards Anthony

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