Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: Howard R. Krauss, M.D. who wrote (69867)	12/15/1998 8:44:00 AM
From: Bill Jackson	Read Replies (1) of 186894

Howard, I think it is susceptable to growing commoditisation, lower margins at the low end and slower sales at the high end as people buy what they need and not the fastest as they see minimal advantages from going from 350 to 450 Mhz,there are exceptions, but most are limited by hard drive access and a jump like that can add less than 5% speed to many users and yet cost twice as much. It is sort of gray, but people are buying two slow computers instead of one fast one for family use. Intel will not fall like the hollow internet stocks, I agree, but it will be impacted when and if the anticpiated market decline comes. Bill

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