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

To: Dchapman who wrote (41918)	12/10/1997 6:07:00 PM
From: Steve Rubens	Respond to of 186894

Everyone seems to be going back and forth on Intel's exposure to Asia. What are the statistics, what percent of their sales were in Asia in the last quarters and how much inventory is intended for Asian sales?

To: Dchapman who wrote (41918)	12/10/1997 7:58:00 PM
From: Larry Tomblin	Respond to of 186894

Yes...very long for Intel as with other companies that carry a diverse cross-section of knowledge on their boards and in management plus a real big purse full of cash. Just like when I bought DIS 18 years ago. The term may differ now, divisible by 3 or 4 because technology is haul'in a.. but the premise remains the same. The premise would lead to a dissertation in investment practices where a web search of "Motley Fool" might serve the average individual investor better than I can. Capitalizing on the investment is something the individual investor only knows he/she did or didn't do. All of the disgruntled Oracle fans /haters are now proof of that. They certainly did not capitalize yesterday. On Friday they would have made a killing had they cashed out but I think most of us are investing in stocks for the long term. Respectfully, because fear and greed and all of the offshoots of those two emotions drive the market we now see Larry Ellison verbally beaten daily and when the stock recovers, he will be "Man of the Year" again. Look at Rambus (RMBS)...30 to 85 in less than a half-year and back down again. Hype and hunch made alot of money for quick savvy investors and day-traders on that one, period. No fundamentals or strength in management...Just hype and a product or patent that everyone needed and actually still needs until it's cloned or a small-cap start-up with techno savvy developers find a better way. Texas Instruments almost got me in one year ago and I still might buy it. Their computer division sold to Acer and defense contracts to Raytheon have left them the one and only market they are best at. DSP (digital signal processing). A board of directors or management that knows it's weakness's, trims and concentrates on it's best product line while adding revenue is impressive. I still won't buy. Not now. Four companies above all plagued with the Asian flu? Nah! Not really. 1.Intel Rock solid with 85% market dominance, affluence and cash. 2.Oracle Ellison's one concept/product with Microsoft opposition. 3.Rambus High speed chips technology. The paragraph speaks for itself. 4.TXN Still searching for more strength in fundamentals. The only gotcha now is the age of the investor and maturity of the investment, respectfully. Hope that all helped. Best wishes. ps: Diversification is also, not all it's cracked up to be. See my post on DLGC.