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Technology Stocks : Intel Corporation (INTC)
INTC 46.48-3.6%3:59 PM EST
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To: player who wrote (8345)1/15/1997 1:59:00 AM
From: Lev Belov   of 186894
 
>>(1). INTC is running full capacity --> flat revenue;

Not true. You need to take the product mix into account. Plus they have more capacity coming online soon.

>>(2). In the mean time, it will cut price aggressively to keep AMD out of the market --> lower profit;

I believe you've got to be crazy to buy an AMD CPU for NT. I believe so think all the MIS managers across the country. I don't think that AMD is anywhere near threatening Intel's dominance. After all, didn't they just skip a price cut?

>>(3) It admitted that it would raise its R&D expenses for next a few Qs to roll out its new products --> higher cost.

Well, I'd rather think of it as the best investment they can make, with all that cash... (Same goes about MSFT by the way).
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