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

To: Barry Grossman who wrote (42682)12/18/1997 3:23:00 AM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Barry - Re:" this new profit stream that Intel will be accessing for
the first time with the Merced introduction "

Very Good Summary - thanks.

You might have added that in December 1996, AMD was looming as a major potential threat to Intel with the impending K6 launch.

As we exit 1997, AMD has done the bottle-rocket routine - a quick trip vertically upwards, then a slow fall to earth.

One less worry for 1998.

Oh - Cyrix did about the same.

Make that two less worries.

Paul



To: Barry Grossman who wrote (42682)12/18/1997 4:33:00 AM
From: Jay  Respond to of 186894
 
Barry Re "Just another $5-6B more in the bank."

Tomorrow would be a good day to put some of this to work IMO and
make some soothing statements. It is a very critical juncture not
just for Intel IMO.




To: Barry Grossman who wrote (42682)12/18/1997 7:12:00 AM
From: Mohan Marette  Respond to of 186894
 
Barry: Agreed, but for the stock to move the only consideration on
the street seems to be exceeding analysts expectations and nothing
else. Crazy but ture, is it not ?


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