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


To: derek cao who wrote (43950)1/5/1998 2:45:00 PM
From: Mo Chips  Respond to of 186894
 
I say great! Im glad my company has the best technology. However, what if no one buys it? My biggest concern is macro-level demand. As others have expressed, there is possibility that demand for the PII could take longer to pick up. Then there is the Asia question. (>25% of revenue and major contributor to growth)

Don't get me wrong, 10 years from now I'd say it is a near certainty that you will have made money in intel. My big concern is the next 12 months.

I once worked for a hi-tech company that had great technology. Problem was, that it was ahead of its time and the sales cycle took long. This was hi-end enterprise stuff. I have first hand experience in seeing the best technology not being accepted by the marketplace.

Its the price for performance question. And it seems right now, the lower end chips fit the bill. Eventually the lastest will catch on, but how long will it take?

Mo