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Technology Stocks : Intel Corporation (INTC)

INTC 35.52

-1.2%

3:59 PM EST

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To: Mary Cluney who wrote (67168)	10/22/1998 1:41:00 PM
From: stak	Read Replies (1) of 186894

Mary, >>There is a lot of truth in both what you and Fred are saying. But, the key point both of you are missing is that this is a technology business - and there are inherent differences between this business and other consumer type businesses. << I really agree with you . Some posts back you made an analogy between Intel and Coke. I think they're both market leaders with great business plans and products, at the time I mentioned that Coke's product costs only a few cents to make and that they have close to zero development costs(they use the same 100 year ol' formula). Both Intel and AMD will never enjoy the luxury that Coke has in that area. >>We, and especially Fred , have been bashing Jerry Sanders - a lot of it is for his own personal profligacy - but the truth is this guy has been very tenacious - and has kept this competition going where Fred's "better management" would have thrown in the towel long ago. << I think most of us would never even dream of going against Intel in the first place.:)) There's gotta be easier ways to make a living. >>It is like being the incumbent in politics - the longer in office - the more patronage provided - the harder to unseat. Only in this case - there is only one Intel - and they have played the incumbency game very well - it gets tougher and tougher for anyone else to succeed.<< I agree for now. However soon there's going to be a "future shock" in the PC industry. The status quo that was the "law" forever and a day will come to an end. Like hot lead shrapnel violating flesh. The communications industry will go thru even greater pain shortly. It's gonna be one hell of an exciting time going forward from year 2000. Here's one product that I think will be a hit. Nino by Philips. nino.philips.com E-mail by 19.2K modem, with voice command, fits in your pocket. stak

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