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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Kashish King who wrote (25519)	11/5/1997 2:24:00 PM
From: greg nus	Read Replies (2) \| Respond to of 1578970

Rod, Stockman, Yousef, Intel Now Cursed by Fleckstein! The famous hedgefund manager, avid shortseller Flickstein is leading the charge to short sell Intel, target price low 40's. He quoted "Its was the right thing to do", after reading the comments about Intel on the Amd thread, he surmised the stock as unstable based on a reflection it's stockholders and supporters following the company like a religion. Good work guy's! Intel has reached an inflection point, being attacked by the low end competition in the sub $1,000 segment without having an Intel offering for the sub $1,000 market. Intel continues to follow a stratgey of denial for the hotest growth segment of the market, gearing production for the highend of the market and ignoring the low end trend, inspite of the heavy spending advertising and brand recognition campaign pitched to consumers which would complement the ad campaign. Intel miss guessing the market mix. In order to support the highend weakness inbalance and trim inventory Intel slashed prices as much as 40% to incourage highend boxmakers to swallow inventory in the face of a potential slowdown, this hurts margins. Another problem facing the health of the hightech market is Corporate demand is facing severe shortages of hightech personal who know how to use the stuff they are buying. Key personal have been pulled away to work on YR2000 solutions, further draining the talent pool. Ultimatly Intel faces an ordering delay from technology updating projects delays as key people, are lost to competion offering more lucerative compensation. Hightech project leaders types are in short supply and are harder to fing then CEO's. Slashing prices will not solve this problem, in fact it may prolong the condition. And lastly don't forget the Asian flu is still an uncalculated non positive event. From the Nus News Desk, that is all!