Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: Scumbria who wrote (68009)	11/6/1998 6:36:00 PM
From: Patrick Grinsell	Read Replies (4) of 186894

I've been considering shorting INTC. Can anyone give me a good reason why I shouldn't? Here's just a couple of thoughts on why: 1) INTC's departure from the X86 architecture may be their undoing. It resembles Microsoft's initial version of NT which failed miserably due to incompatibilities. Without a bridge, early adoption will be tough going. 2) The need for high-end processors is declining. Hardware capacity is outstripping software demands. I point to the large growing market of low-end PC's of which Intel is losing a significant piece of the market share. 3) Experts seem to think that if K7 is released on schedule (that would be a new one for AMD wouldn't it?) that the technology will be 18 months ahead of Intel. Also, AMD has a license for KNI but I don't believe INTC has a license for 3dNOW. 4) Where does INTC go from here? How do they increase their already incredible market share? Each step up is a hard climb, but they have a long way to fall. I'm looking to some thoughtful responses on these points, or maybe other issues I'm missing. I'm predicting the INTC peak at about June of next year. Pat

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