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

To: Paul Fiondella who wrote (40711)	11/19/1997 10:08:00 PM
From: Thomas J Pittman	Read Replies (1) \| Respond to of 186894

I have to admit, Lucent is one company that I am leery of in terms of competing with cos. that I own. However, they don't seem real big at production. My own impression is that they invent things. do you think they can carry off such a revolution that involves much more than science. I mean, Microsoft is hardly the inventor of most of its stuff. We all know they stole the ideas, but the technology was only half. Intel seems to have an equal stranglehold on its market. Do you see the stranglehold being broken or the market going away? I dont mean to be one of the assholes ( i do own some shares), but would like to understand your points a bit better. Regards, J

To: Paul Fiondella who wrote (40711)	11/19/1997 10:14:00 PM
From: Elmer	Respond to of 186894

<Once Lucent joins the anti Wintel effort watch out> Paul, by your response, I assume that you think that just because Lucent can produce something in the lab, it is just as good as being in production. Intel is not in the business of producing labratory curiosities. You have no clue as to what they may have running in their labs.They produce production products by the 100's of millions. Apparently you don't see a difference, I do. No one else on this planet has ever produced processors on anywhere near this scale. AMD seems incapable of producing a tiny fraction of Intel's volume on a process that is a full generation behind. No one else on this planet is in a position to produce on this scale either. You seem to think that publishing a datasheet is equivilent to challenging Intel. I think it will take more than that. Talk is cheap and we have seen a lot of that from you. Someday Cyrix is going to have to produce, if they are ever going to pose the challange you seem to think they will. AMD has talked alot and fallen on their face. Cyrix has yet to demonstrate they can deliver. It's nice to be able to talk, and that is all we have seen from you. Talk is easy, production is hard. EP

To: Paul Fiondella who wrote (40711)	11/19/1997 10:18:00 PM
From: Matthew Tyson	Read Replies (1) \| Respond to of 186894

Re: "HAving put all of your eggs in the monopoly basket you guys are about become a real basket case." WHO is the real basket case here??? techstocks.com The INTC chart is looking great. FIANDOLLA, when INTC hits 85 next week, will you surrender? PS. Ooooh, I'm really scared of Novell and Java. :-)

To: Paul Fiondella who wrote (40711)	11/19/1997 10:19:00 PM
From: Dave Budde	Respond to of 186894

Paul, re: Lucent, IBM, SUNW, ORACLE, NOVL, etc. etc. Who among these companies has a prayers chance of manufacturing this wonder product once it's invented? I think I'll keep my Intel and MSFT shares. Oh, and my IBM and Lucent shares as well (just in case).

To: Paul Fiondella who wrote (40711)	11/19/1997 10:21:00 PM
From: Dom B.	Respond to of 186894

Pure Genius. What u been smoking, snort? Or has the wife finally found out you shorted INTC @69 with 10,000 shares? Lighten up kiddo. intc may tank in a couple of days! Of course, u believe that pigs fly every 3rd friday. don't u? hehehe.

To: Paul Fiondella who wrote (40711)	11/19/1997 11:11:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Paul - Re: " Then WIntel is history." Yes, Novell and Cyrix will dominate the industry and return you to mere financial solvency! Keep dreaming! Paul

To: Paul Fiondella who wrote (40711)	11/20/1997 1:19:00 AM
From: Dimitry A. Semenov	Respond to of 186894

I personally like SUNW too, but with the installed base like Wintel's Intel will never ever be a history.