Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.90

-1.4%

3:59 PM EST

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To: alex pierson who wrote (66899)	10/16/1998 9:40:00 PM
From: Fred Fahmy	Read Replies (1) of 186894

Alex, <better have a really tight thesis with decent backup why these guys are gong to be able to continue to dominate, keep margins, maintain asp, and maintain growth considering everything that is going on.> I agree completely....and if you don't understand why this is the case, then you have no business being long INTC. BTW, the concerns I hear today are not one iota different then when I bought INTC in the low teens. Seems, the more things change the more they stay the same. INTC and MU have been compared and grouped together for years by those who lack any understanding of the semi industry. You couldn't possibly pick two companies in the industry which are further apart on the commodity-proprietary scale. FF

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