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

To: Skeeter Bug who wrote (49463)	3/4/1998 9:29:00 PM
From: Fred Fahmy	Read Replies (2) \| Respond to of 186894

skeeter, <their competitors are no longer very far behind> If I had a penny for every time I heard this over the past 10 years, I'd have more money than from my INTC profits <GGG>. I don't buy this notion for one second. The near term future(next several years) of computing is Merced and the industry has embraced it wholeheartedly. INTC has as much potential at the high end in coming years as it did on the desktop for the past 15 years. INTC will continue to gain ground at the server end and will make great strides in replacing mini computers (i.e. AS/400) and even mainframe applications. Contrary to what many people may think, the infrastructure of an ever increasing global PC network will not be comprised of Segment 0 PC's. Of course as they expand and dominate the high end they will also continue to benefit more than any other company at the low end and on desktop. As for Intel's competition, Cyrix already had to throw in the towel because they were on the edge of financial ruin. AMD is in a similar situation now because they have made an art out of losing money. <the difference between a 386 and 486 is many times greater than between a p200 and a pii 300> True, but many people are still running P90's or P75's or even 486's and going from one of these machines to a PII 300, 333 (and soon to be 400+) is every bit as dramatic as going from a 386 to 486 especially when you consider the other motherboard advances. <if intc is as good as you think then they will grow again. the question is from what basis and how long it will take to reset to that basis.> IMO, this will take a few quarters but it will happen as sure as the sun will come up tomorrow. The global technology revolution is in its infancy and Intel remains at the heart of this revolution. < intc's functional lead over its competitors is about80-90 less than in the past> Even if you accept this premiss (which I don't), a "functional" comparison is only one small part of the story. Marketing, manufacturing, management, virtually unlimited financial resources (i.e. very deep pockets), brand loyalty are all critical components. AMD and Cyrix both have decent products but their strategies/processes have been flawed and the proof is in the bottom line. Any market environment that hurts Intel is going to hurt their competition a lot more since Intel still ultimately controls the game. Being that I am long term oriented and see enormous long term potential for Intel, I will look at this as another opportunity to add to my position. FF

To: Skeeter Bug who wrote (49463)	3/4/1998 10:31:00 PM
From: Barry A. Watzman	Read Replies (3) \| Respond to of 186894

>re: "intc has entered a new phase in their business. their competitors are no longer very far behind" Sorry, skeeter bug, but I completely disagree with you. Intel's competitors have no match for the sixteen new Pentiums that Intel will announce BEFORE the Merced ships. On top of that, what has really been proven in the past few months is just how far behind Intel it's competitors are in MANUFACTURING, as well as design. You think Intel will get killed tomorrow ? You are right, it will. But I will still take Intel over AMD any day, thank you, and I haven't been hearing much from either Cyrix or NSM lately. One more round of price cuts, and PII will do a real number on socket 7, not to mention those other 16 processors. And I haven't seen ANY meaningful competition for Merced.