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

To: Lev Belov who wrote (40835)	11/20/1997 8:55:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

My analogies were flawed past someone purposefully paying a higher price for no reason. Given some time, having been in the manufacturing business, I'm sure I can come up with a better analogy. I would always strive to make quality component..but there were always times when the customer wanted "cheap". Not sure that applies either. In the case of computers, good power at a cheap price opens new markets but not markets Intel really wants. On the udder hand..20 million chips sold next year by Centuar, AMD and Cyrix will likely take some off the top of Intel...at least that's what the Analysts are getting squirrelly about. That and a slowdown due to Asia. I really got a laugh out of Andy Grove cheering the Asian countries to continue to buy more Intel chips and not go backwards. Of course he didn't specically say Intel. Sounded a lot like begging to me. Jim

To: Lev Belov who wrote (40835)	11/20/1997 9:17:00 PM
From: Glen Carpenter	Read Replies (2) \| Respond to of 186894

Sir; Your analogy is backward. Cyrx actualy builds a better 686 and MX processor. Everyone knows, or ought to know, that a Cyrx 200MHz, 233MHz, etc. is much faster than the similar MHz Intel part. Ironically this turned into a marketing challage/blunder? for Cyrx by opting for the PR rating system. These analogies should be centered around who has the better "PR" department (pun intended). With the shift to Pentium II, Intel has put a little space (not much) between themselves and the competition. With each product cycle, the lead is getting smaller and smaller. Remember, it pays to be paranoid not to deny reality.

To: Lev Belov who wrote (40835)	11/21/1997 4:48:00 PM
From: Kirk ©	Read Replies (1) \| Respond to of 186894

The point is though that a lot of people WILL pay the premium for quality (even if it's just their preception :-) ========================================================================= Agreed! All those Pentium Bunnies in the MMX econovan are for a reason. Here is an HWP/INTC/Merced Article wortb reading.. pathfinder.com 10M transistors on a roughly 1" x 1" Chip with 3 types of processors sharing common memory and control circuitry and can run in parallel (EPIC).... Confirms my view of HWP AND Intel as solid long term plays. For more links, see: suite101.com Kirk out