Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: gnuman who wrote (43578)	1/2/1998 10:47:00 AM
From: John Hansen	Read Replies (2) \| Respond to of 186894

Gene - Excellent and well thought out commentary. The only thing I would like to add is that 1997 was a year of transition for Intel from Pentium to PentiumII. During transitions Intel competitors typically gain market share and profitability for Intel goes down. The new generation product when introduced costs more to manufacture and only has slightly more performance than the previous generation. This was true with the Pentium and Pentium II as it was true when the Pentium was introduced at 66 mhz and the 100 mhz 486 was available. 1998 should see Intel with Pentium II from top to bottom. I believe Intel's low end will be a PII at 266mhz. I can not see how AMD will compete except on price 1998. With respect to comment on downgrades this is actually good for the stock. Now it is a lot easier for Intel to meet and exceed the earnings expectations. regards, John H