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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Frank Ellis Morris who wrote (12803)	11/4/1997 8:51:00 PM
From: Mitchel S. Untracht	Read Replies (1) \| Respond to of 27012

dear frank, have remained a silent participant for several months and i have really enjoyed your insightful comments about intel, investing and life in general. you obvious have been lucky to have invested in this great company for some time. don't bemoan the recent poor performance or lack of good news as it gives us all an opportunity to catch up with you for the long haul. much regards

To: Frank Ellis Morris who wrote (12803)	11/4/1997 9:13:00 PM
From: margaret tasset	Read Replies (2) \| Respond to of 27012

Good evening Frank, I am confident that Intel will do fine in the very near future. I am very glad to hear that you are ok today and happy to see that you are in such a good mood. Thank you very much for your e-mail. I found your ideas very insightful. I hope that you are enjoying this evening. Go INTEL. Margaret Long and keeping the faith :) : :)

To: Frank Ellis Morris who wrote (12803)	11/4/1997 9:38:00 PM
From: margaret tasset	Read Replies (2) \| Respond to of 27012

Frank, Here is a traders' opinion about Intel that I found interesting and thought that I would share with you. "Intel's intent, from my viewpoint, is to own the motherboard, and slowly migrate all the most common interface boards onto the motherboard. This is similar to Microsoft's strategy of owning the operating system and blending everything into it (i.e. the Internet browser). As they say, embrace your friends, but embrace your enemies harder. (Or something like that anyway.) It also makes Intel more profit to sell a full motherboard than just a chip. PC makers are more than happy to deal with fewer suppliers, assuming the price is held down and the quality is there. That's why Intel is buying Chips and Technologies. They want to bring the graphics chipset onto the motherboard. CHPS was also big in laptops, and I think Intel views the future as a portable PC with an integrated screen. I believe that is also why Intel is challenging 3Com Corporation in the network adapter space. They want to bring the network adapter onto the motherboard, and make it just another port." Margaret