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Technology Stocks : Intel Corporation (INTC)

INTC 38.44

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3:59 PM EST

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To: Ibexx who wrote (61464)	7/30/1998 3:25:00 AM
From: Jacob Snyder	Read Replies (1) of 186894

Parallels: It's looking like Intel's response to the sub-1000 market is going to go down the same road as Microsoft's response to the internet. Here's the sequence: 1. first, ignore it 2. next, ridicule it and hope it will go away, because it doesn't fit in with previous plans. 3. realize suddenly that you've made a serious mistake. Do this before your competitors get big and entrenched in the new niche. 4. turn on a dime. This is the crucial step, something very hard for companies this size. This is where IBM and Zerox failed. 5. throw massive resources at the new problem. 6. push an inferior product out the door quickly. The first version of the celery is comparable in quality to the first Explorer. 7. learn quickly. Come out with new versions steadily, each one much better than the last. 8. never give up, never back down 9. own the new space. The impressive thing is that Intel is not only responding effectively to the new threat down-market, but at the same time is working steadily to move up-market (Xeon, then Merced). Like an army that finds itself caught in a pincer movement, and has the strength to attack in two directions at the same time.

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