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

To: Barry A. Watzman who wrote (49532)	3/4/1998 11:37:00 PM
From: Jay	Read Replies (1) \| Respond to of 186894

Barry Re "If I believed that this was a long-term situation" The game now is quite different, IMO. The public (Joe 6-pack) probably represents around 50% of the market - businesses are also looking for lower prices (if indeed they want to upgrade for a 30-40% increase in speed). The Merced is probably going to represent a small proportion of overall revenue for some time. If you agree to the above - you will also agree that the "market" for CPUs has become a lot more price-conscious and will likely continue to do so. Is that not a long-term situation? And won't this get worse with time? On the positive side - no one can design and produce "consumer" CPUs like Intel. IMO if costs are brought down some - the stock can be awarded the value it deserves.