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 : LSI Corporation -- Ignore unavailable to you. Want to Upgrade?

To: Moonray who wrote (10554)	3/4/1998 10:30:00 PM
From: shane forbes	Respond to of 25814

Moonray: INTC is a good company and you're right they will likely lick the problem eventually. Tech companies have to constantly reinvent themselves and INTC is making a major retooling. Whenever a company retools they do so for a reason - my feeling is that for INTC it is the cheapPC syndrome and in a larger context they were caught flatfooted with no chip for consumer electronics and certainly not the knowledge basis of you know who! Retooling like product transitions means intermittent revenue hits. That looks like what's happening. Not sure if the US/Europe thing vs. SEA thing was just INTC expecting too much from US/Europe and way too little from SEA. Can check PC retailers to confirm that the buying interest in the US has not waned. Everyone's just buying cheaper PCs and INTC may be getting whacked. Certainly I think INTC may be heavily discounting its present chips to retain some share of the cheapPC market. That means lower revenue on an absolute basis and higher costs on a % basis. And that's what they will be showing this Q per the earnings release.