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Technology Stocks : Intel Corporation (INTC)

INTC 34.32

-1.2%

Nov 18 3:59 PM EST

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To: Timothy Liu who wrote (63537)	8/28/1998 2:07:00 PM
From: Paul Fiondella	Read Replies (1) of 186894

Yes I did go overboard --- Intel still has competition But a normal company wouldn't spend the huge negative karma Intel does upon trying to exterminate AMD! As to NOVL, the fit with Intel is not the desktop---if Intel produced a JAVA chip, the desktop would go to Browsers or netpcs to a certain extent---rather the fit is with Intel's need to sell higher margin CPU's into the enterprise where Novell is strong. Novell will have a network operating system capable of managing Nt and UNIX appplication servers at the departmental level whereas NtT doing this is currently a pipedream. If Intel acquired Novell, it would have a compelling argument for taking the middle range share of computer sales away from UNIX. If Intel waits for NT as it is currently doing, it is at Microsoft's mercy. A software acquisition in a targeted market is about the only way for Intel to sensibly diversify in the PC industry. Of course I will be happy to buy the stock back in a recession at 20-30 a share if they continue with their current strategy.

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