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

To: Tony Viola who wrote (85384)	7/13/1999 11:33:00 AM
From: JDN	Respond to of 186894

Dear Tony: Plus, correct me if I am wrong, I believe most if not all of INTC's fab plants are bought and paid for. Probably pretty substantially depreciated down also. Could be a lot of hidden value there. Not to mention their portfolio of other promising tech stocks. JDN

To: Tony Viola who wrote (85384)	7/13/1999 11:46:00 AM
From: Charles R	Respond to of 186894

Tony, <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.> I am in violent agreement with you on this one except for the "never" part. For the very reasons that you state, Intel is unlikely to lose #1 position in market share anytime in the near future. But, it is faced with a tough short term adjustment until it gets back into the technology leadership role - that is why Wilamette is the key. I don't agree with the "never" part because "never" is a long time and if Intel screws up a couple of generations and stays behind AMD in technology, then the game changes. I am not saying this would happen and I think, just like you, that it is highly unlikely because of the paranoid culture - but the possibility does exist. Two or three years back, I don't think anyone would have expected Intel to lose the technology lead. If the paranoid culture was strong enough, Intel shouldn't have been where it is now. Chuck

To: Tony Viola who wrote (85384)	7/13/1999 11:56:00 AM
From: Paul Jamerson	Read Replies (1) \| Respond to of 186894

I agree with you. Intel's greatest asset is it's fabs. This manufacturing capability allows it to be the only credible large supply of processors. The second greatest asset is Intel's ability to adapt. Intel does this better than any large company I know of. Intel has been criticized as "not as innovative and bureaucratic". This criticism, in part, is true, but their adaptability, resources and manufacturing cloat makes up for this. AMD keeps Intel honest by providing some competition. It also keeps the paranoia alive within Intel. K7 proves AMD could produce a faster processor (possibly a better) than Intel, but it will difficult for it to be a dominant player or will take away a significant market share from Intel. AMD will do what DEC did in the past, that is, it will always producing the fastest processor in the industry, but will find it difficult to make a profit.