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

To: Dan3 who wrote (87076)	8/22/1999 1:46:00 PM
From: Tony Viola	Respond to of 186894

Dan, one of the very big reasons that those of us that invest in Intel do so, is because we have a lot of faith in their execution over the long haul and decision making. If Craig et al say it's time to cut prices, we believe the decision is based on all the past and forward looking data required to be able to do it and maintain earnings and revenue growth. It will also keep the competition in the penalty box for another couple quarters (make that 20 minute periods, hockey, you know). As Carl says, it's never too late to come over to the Church of Intel. Tony

To: Dan3 who wrote (87076)	8/22/1999 5:20:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Dan 12/4 - Re: " Gouger, price war, whatever, if Intel continues to reduce prices on a biweekly basis, their profits will go away, and their performance leader image will follow." Intel has been REDUCING PRICES on its existing products for 31 consecutive years. Accept it - Intel's manufacturing constantly IMPROVES, yields increase, costs fall, and so do prices. Concurrently, Intel introduces new products at a rapid rate - Profusion Chip Sets are a case in point - and unit demand INCREASES. You have completely ignored Intel's reality - and missed out on superb investment profits by misjudging Intel's business practices. You need to learn real soon - or continue to lose with your AMD investments. Paul