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

To: Paul Engel who wrote (160868)	3/1/2002 7:37:08 PM
From: wanna_bmw	Respond to of 186894

Paul, Re: "Though hard evidence in the form of full-scale production and customer adoption rates may be lacking, Intel nevertheless is changing the perception of many in the industry. Once viewed as a PC processor maker that used its leading position as a flash memory supplier to dabble in communications, the company's track record over the past two years is helping it to redefine itself." Intel is changing the industry's perception. That's the most important thing, here, and it's going to be the most difficult going forward. Fortunately, Intel is already turning heads, but it's going to be an uphill battle before they are universally recognized. Things should be getting very interesting. wbmw

To: Paul Engel who wrote (160868)	3/1/2002 7:47:49 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Paul, Thanks for the article. re: “The [OEM] now wants its supplier to show continuous cost reductions every quarter. That is semiconductor economics, and that, we feel, is our home ground,” Maloney said. I think the truth in that may determine Intel's success. Does the cell phone consumer need to upgrade every two, three or four years? Can the manufacturers provide compelling functional improvements, at the same or lower costs, like they have in PC's? It will be interesting to watch. John