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

To: StockMan who wrote (26611)	12/8/1997 6:19:00 PM
From: kash johal	Respond to of 1572918

Intel is a great company and i have a very small investment in it. It is not clear to me that Intel can afford to dominate segment 0 without decreasing margins significantly. I think 98 could be a tough year for Intel if AMD or NSM pump out high volumes of chips. As the market grows 20% in unit volume it is not clear to me that prices will not decrease by more than 20% so showing overall sales growth and good margins could be tough. It would not surprise me to see INTC stock decrease to $50 range if Flash margins stay poor and processor margins slide a little bit. At that point I will load up the proverbial truck as I am very bullish on INTC long term prospects with Merced for 99 and beyond.