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

To: Paul Fiondella who wrote (41117)	11/28/1997 11:05:00 AM
From: Gary Ng	Respond to of 186894

PF, Seems that you were not very successful . Quote : "They were all working for the monopoly of the time while I was out there in the PC industry taking my chances." From your tone, you have been taking this PC chance for well over 15 years which many people going through the same period made more than they would ever need. Or you don't know how to spend for those money you made :-) So which way is it ? Gary

To: Paul Fiondella who wrote (41117)	11/28/1997 12:18:00 PM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

Paul, >>>Mary I'm not looking for a comparison with AMD<<< You are right, or course, you really can't compare the two. >>>As in how can you criticize Intel, that great company, you beast!!<<< I am an investor, if Intel is doing something that is wrong I want to know about it. I think, for instance, they are doing a lousy job explaining the business and it's prospects to analysts and that is depressing share prices for Intel and the rest of this industry. Analysts are trying to do the same thing to Dell - telling them what their prospects are and what business they should be in - But Michael Dell is quite clear with his message. He is telling Analysts they are full of it. With Intel, we don't know what their message is to analysts. On the other hand, if you are trashing Intel with pure trash talk - well, that is something else. >>>It seems to me that their business model can't remain the same.<<< Intel will be the first to agree with you on this point - that is the reason for their investment in Merced. >>>I refer you back to Ali Chen who pointed out that system performance may no longer be the selling point. You know IBM went this route once, then along came this underpowered PC that the slide rule boys said nobody would accept. <<< As a computer professional, you must know how big the legacy computer business is. Most people don't have a clue as to the size and extent of real systems out there - the one's that run banks, stock markets, insurance companies, governments (local, federal, international), national laboratories, health care providers and services, et al). Many of these are still running COBOL programs. There is a $600 Billion dollar business within the next three years just to fix some program code for date calculations. Many, if not all these systems will have to be converted. What do you think Intel is trying to do with Merced? How many sub $1000 computers do you have to sell to equal any one of these systems that have to be converted? A little bit of a reality check is in order. Regards, Mary