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

To: Process Boy who wrote (97255)	1/23/2000 7:55:00 PM
From: bhagavathi	Read Replies (1) \| Respond to of 186894

PB, In one of the shows Kramer of street.com had a response for an analyst who was pointing things out about intel manipulating the quarter #'s. He told the analyst " you and your family should short intel right now, as much as you can" some thing like that. The host changed the topic immediately. mula

To: Process Boy who wrote (97255)	1/28/2000 2:12:00 PM
From: Wolff	Respond to of 186894

PB, the RISC threat was never much of anything, Intel has plenty of RISC components within its own "CISC" architecture. Plus anything that does not run MS Windows is moot 90% of the market. Who was scared. The only think that RISC posed a threat on was handhelds, and then Palm has nearly soaked that up entirely, and that is a companion to the PC to boot. At the time of RISC, the threat was AMD, again with its design wins, its vendor relations, it base of satisfied AMD customers. Remember this is like drinkers of Coca-Cola drinking Pepsi, the danger is not just that the orginal purchase was made by the consumer, the danger is what brand the consumer reachs for next. The PC is something that is purchased every two years by many consumers. Intel was given a huge gift by IBM with the design win of the CPU, everyone expects that the profits of the CPU will decline. Yes even Intel is projecting this. The CPU will go the way of the Harddrive and Memory chip, the profits will decline, the competition will bring the market greater pricing presures. My concern with Intel is not so much how it fumbles the CPU market, its their ablity to be able to enter new markets, as a company. Intel has never been able to partner with a peer company, with its mishaps with HP being the latest. It screwed up the Flash market, and I doubt they have ever made profits within it. Intels venture into the 3D graphics space was a failure. All of these fumbles are masked by the CPU profits. Bottomline, Intel has to have lightning strike twice, it needs a business that it can dominate like CPUs...on this I hope we can agree. It is my estimate that Intel is not a company that will be able to see the successes it has had in CPUs in any other market. wolff