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

To: Paul Fiondella who wrote (38621)	11/1/1997 5:37:00 PM
From: Lee Penick	Read Replies (2) \| Respond to of 186894

"Intel's inability to control pricing is now perfectly evident. If they are faced with these cheap low end systems for the forseeable future then I expect (a)downward revisions in 1998 expected earnings (b) a potential Intel preannounce like the one that moved the stock down 20 to 30 points earlier this year. Its not a pretty picture." Paul, Earlier, when Paul Engel said you shorted at 69, I thought he was just poking fun at you. Now, based on your comments I wonder if it was true? Did you short then? Are you just trying to "talk" the stock down to cover? What other motivation could/do you have to say the things you say? I would like to better understand where you are coming from. By the way, my perception is that Paul Engel and Jules have tremendous insight and a huge amount to offer the rest of us. If you you were successf in running either of them off, I don't think you would be making any friends or followers. The main reason I am here is to read their posts....now I'm offering you the oportunity to say what you stand for besides gloom and doom and possible covering a short sale. Mary Cluney did a pretty good job of painting the big picture....the word is changing and Intel is out in front. thank you Lee Filling out your profile might add a little credibility also.

To: Paul Fiondella who wrote (38621)	11/1/1997 11:32:00 PM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 186894

Paul, Re: " Intel's inability to control pricing is now perfectly evident.". I have a question, if AMD and Cyrix each have ONE factory each working at full capacity compared to Intel's 14 ( a 1:11 ratio or 9% of total cpu production) wouldn't you say that they have control on the price of 9% of all cpus produced and Intel has comtrol of 91%? Also these two control the low end of the market whereas Intel conrols the high end? If so, how can you say "Intel's inability to control pricing is now perfectly evident"? If this is simplistic analysis I would appreciate your informed correction. Thank you, TA TA