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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Amy J who wrote (85381)	7/13/1999 9:10:00 AM
From: Mary Cluney	Respond to of 186894

Amy,>>> He also posed a thought and questioned if the PC market was mature <<< That all depends on your definition of the PC market. If you define the PC market as that segment in the US consumer space where the end user is a person reluctantly dragged into the computer age and wanting to spend as little as possible to find out what email and the Internet is all about, then he is absolutely correct. There is not much growth left in that market. But, I don't think that is what Intel is all about. I only hope that CNBC in their reporting of Intel's earnings later this afternoon can refrain from suggesting that the computer age has come to an end and that Intel can now be confined to the same space as occupied by Western Union. I am ever the optimist, but I think that would be too much to ask of those money dummies. Regards, Mary

To: Amy J who wrote (85381)	7/13/1999 11:21:00 AM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

Amy, Re: (Tad) I believe he mentioned (on the AMD thread) Intel's large size mathematically works against the company, i.e. growth becomes harder for a larger company. Intel's large size, actually great wealth, is a very big asset for them. Even if, with an unprecedented in the history of AMD, flawless introduction of a chip, the K7, they were to take away "top gun" status from Intel, Intel would take it back. I've seen it happen many times before in this industry. The little guy just never has the resources to keep it going, and one or two generations later, or even during the same generation, the big guy takes it back. Besides the bucks, I think Intel also still has the paranoid culture to grab back anything that might get away. Tony