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


To: Elmer who wrote (104992)6/28/2000 9:10:00 AM
From: Dan3  Respond to of 186894
 
Re: Do you expect no change over the next 2-3 months?

I expect Coppermine to move up steadily, but no faster than Thunderbird. Which is a net result of no progress - not such a terrible thing considering that Intel is doing quite nicely at present. But the goldmine of high margin chips is beginning to be shared, and could eventually be lost.

Intel's upper management continues to make what appear to be obvious mistakes:

Why in the world is Intel continuing to join Willamette at the hip to Rambus? And I think the decision to sell PIIIs cheaply to eMachines was a bad one. A visit to Best Buy or Circuit City shows K6s being positioned above Celerons and equal to PIIIs. Those PIIIs shouldn't have been dumped. Intel has sqaundered a good part of the Pentium brand's value.

Time will tell, meanwhile both companies are minting money.

Regards,

Dan