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

To: Paul Fiondella who wrote (48274)	2/20/1998 2:37:00 PM
From: Thomas M.	Read Replies (1) \| Respond to of 186894

That's what I was referring to. INTC wants to retreat to the high end, huh? Wasn't that Apple's strategy? -g- Tom

To: Paul Fiondella who wrote (48274)	2/20/1998 2:41:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Paul, what happens if margins are actually pretty good with Covington??? So, even if low-end market remains strong, Intel still gets its margins, plus it moves the market away from Socket 7... joey

To: Paul Fiondella who wrote (48274)	2/20/1998 3:16:00 PM
From: Mary Cluney	Read Replies (4) \| Respond to of 186894

Paul, >>>Fleck asked one of those stock pushers a simple question. Given the now WELL ESTABLISHED FACT that the low end of the market is becoming the volume PC market for everything but server configurations and the WELL ESTABLISHED FACT that margins are lower at the low end, what happens to Intel's profits going forward?<<< The fallacy, Paul, as I see it, is that you, Fleck, and some of the other analysts view the PC pretty much as a consumer appliance - like a TV. The consumer part of the PC market, however, is only a small part of the PC market. Dell did not sell one unit for less than $1000.00, nor did Gateway. The Corporate, SOHO, and individuals in the investment community can afford and will continue to buy high-end computers. Good to see you back - it was getting boring around here. Regards, Mary