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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

+10.2%

Nov 28 9:30 AM EST

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To: Paul Engel who wrote (63928)	9/4/1998 1:58:00 PM
From: Gary Ng	Read Replies (2) of 186894

Paul, Re: Start remembering. Intel critics never like to remember. They forgot(or don't know) what Intel was during the 8080 days. Back then, the dominant player in 'PC' was 6502(because of Apple II) whereas for 'business PC' was Z80(I remembered Apple II players needed a Z80 card to use applications like viscalc or Wordstar). IBM then chose 8088 for its PC but there were competitors like NEC which has plug compatible chips(V20, V30, V40) to boost the performance, very much like Cyrix, AMD today. Even in the 386/486 days, AMD was a second source for Intel (?) and I believed has a larger market share than today. It was Pentium that started to pull Intel to the front but during that period, there were still other players like 680x0, PPC etc. Intel fought and won battles after battles to become what it is today, so what have changed which hint that it will lose the next round ? I don't see any yet. Gary

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