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


To: Joey Smith who wrote (37974)10/28/1997 10:36:00 AM
From: Gary Ng  Respond to of 186894
 
Joey, Re: As usual, Drew Pecker put a negative spin on it

May be Intel should consider him as the next COO. It seems
that he knows better the Craig about how much a FAB worth :-)

Gary



To: Joey Smith who wrote (37974)10/28/1997 11:04:00 AM
From: mauser96  Respond to of 186894
 
The StrongArm is a nice bonus to the deal because it gives Intel an entry into a market that it has not done well in before. StrongArm is a very limited chip, but good enough for its market and I assume it is cheap to make.(which is critical)... maybe P. Engle or some other EE type will comment on this aspect of the deal.
INTC well off it's lows, though I'm a bit suspicious that this isn't the end of the decline. Usually they end only after hope has been presented to participants, then withdrawn. This sets the stage for capitulation, lack of expectations, and a turnaround.



To: Joey Smith who wrote (37974)10/28/1997 12:13:00 PM
From: derek cao  Respond to of 186894
 
Joey, IMHO, the best part of deal is that intel and dec have 10 year cross license agreement with dec's promise being a fabless company. Thinking about the implication: even with license agreement, dec can not make x86 clones.

On the other hand, the amount of loyalty payment bugs me. How much? Based on the financial market's reaction, I GUESS not much.

derek

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