Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Fred Fahmy who wrote (37661)	10/26/1997 3:16:00 PM
From: gnuman	Respond to of 186894

Weekly Chip Price Survey, (need Acrobat) lehman.com

To: Fred Fahmy who wrote (37661)	10/26/1997 11:20:00 PM
From: daniel dsouza	Read Replies (1) \| Respond to of 186894

Fred, Thanks for the analysis. Remember what Windows did to Apple ? Almost overnight Apples business model changed, because they had to cut prices dramatically. Apple is still recovering from the change. Intel is definitely in a much more solid position, because none of the other competitors will dominate the market like Microsoft did. I am not portraying Intel as an evil empire, I sincerely believe that because they are driving technology so fast, many more opportunities are opening up for entrepreneurs. Human nature is weak, and sucumbs to greed and other evil, and relies on a concience as a check and balance. Corporations on the other hand do not have a concience, the stakeholders(1. stock holders, 2. employees, and 3.society in the corporate neighbourhood)act as a check and balance, to enforce some form of corporate social responsibility(CSR) on the corporation. As a stockholder, I am merely trying to excercise my rights and voice a concern. In this case it is an ethical concern of Intel's honest reporting. Here's something else that I was commenting on, somebody may have already posted this. Intel plant delay may signal trouble By Kurt Oeler October 24, 1997, 7:15 p.m. PT update Intel (INTC) said it will postpone opening a semiconductor plant in Fort Worth, Texas, by one year, an announcement that may signal larger problems for the chipmaking giant. Intel will push back to 2000 opening a plant in Fort Worth that will make microprocessors because it estimates that demand for its flash memory chips will not require the full capacity of a Kiryat Gat, Israel, plant that's due to open in 1999. Originally designed to produce only flash memory chips, the Kiryat Gat plant is now scheduled to make both microprocessors and flash memory chips. The decision confirms Intel is struggling in the flash memory market. It may also hint at trouble in its microprocessor operations. *"They may be using flash as an excuse [to hide that] they're not selling as many processors as they thought,"* said Dataquest analyst Bruce Bonner, who worked at Intel for five years before joining the market research firm. Asserting that Intel has an excellent track record in anticipating demand, Bonner said, *"The question is, why is it that they don't need that many processors?"* news.com