Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 48.59

-1.3%

3:59 PM EST

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To: Bernard Newman who wrote (7035)	1/1/1997 10:19:00 AM
From: Rajeev Bajaj	of 186894

I agree with Bernie that there is always a possibility of true competetion (which Intel lacks right now) showing up - be it in the form of new technology or completely new way of computing. While Intel is a great company and would command a premium for being so (even with competetion), near monopoly makes it more vulnerable to a surprise breakthrough. Competetion is always a good benchmark of how good a company is. Today Intel is it's own benchmark. Rajeev PS: I am long on Intel and long for a competetor for Intel.

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