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

To: Jay who wrote (42172)	12/13/1997 11:27:00 AM
From: gnuman	Read Replies (3) \| Respond to of 186894

Jay, Re: "Computer prices have tanked." I certainly agree with that statement. The real question is "will the market increase enough to compensate for the displacement?" I think there needs to be an increase of 10's of millions of units to compensate for the tanking of prices. Is the market pricing Intel on GM or P/E? A big increase in demand for Pentium CAN increase profit dollars, but at the expense of margins. Could be that the sub-zero's and low-end PC's will make this happen. But this put's Intel more into a commodity market. Their performance is then impacted more by the performance of the competition. If Cyrix/NSM, AMD and IDT can capture a bigger portion of that market we got problems. Better if Intel can drive the market to Slot 1. And that's the real question.