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

To: Mary Cluney who wrote (40631)	11/18/1997 10:15:00 PM
From: StockMan	Respond to of 186894

Mary, Re -- I will not see Kurlak someday day say Intel was caught off guard by Cyrix's All-In-One approach .. Its very likely that you will see this sometime in the next 3 years. However, like the sub-$1000 pc and other fads, it will last for about 6 months. Kurlack and the rest of the analysts have to do and say something to earn a living you know. Lets hope their bosses Merrill Lynch will continue to pay them for these made up stories, otherwise we may have very little to talk about. These guys make life entertaining sometimes!! Clowns serve their purpose. Stockman

To: Mary Cluney who wrote (40631)	11/18/1997 10:47:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Mary - Re: "t I will not see Kurlak someday day say Intel was caught off guard by Cyrix's All-In-One approach" This part has already happened. As for Intel, they are a bit methodical and I'm sure they were doing all sorts of "market studies" before committing to a design concept. As we have seen - Intel makes mistakes. What separates Intel from its competition is its ability to react and recover from these mistakes (comes with practice!). Paul

To: Mary Cluney who wrote (40631)	11/20/1997 3:49:00 PM
From: Joe NYC	Read Replies (2) \| Respond to of 186894

Mary, Just reassure me that Intel with a R&D budget six times Cyrix total revs that I will not see Kurlak someday day say Intel was caught off guard by Cyrix's All-In-One approach and will be addressing analysts to discuss Intels answer to this unexpected competition. Some of the R&D efforts have been misdirected. 2 examples are MMX and AGP. They add nothing useful for the users. On the contrary, they increase costs. Cost of researching these "inventions", implementing them in chips, increased die sizes of the chips, need for new chipsets, redesigns of motherboards, need for new graphics card designs. The costs have to passed on to consumers, who refuses to foot the bill. Intel should rather pay a real divident if they don't know how to put the money to productive use. Joe