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

To: Jim McMannis who wrote (50943)	3/22/1998 7:46:00 PM
From: philipah	Respond to of 186894

Jim McM Thanks for posting that article. It re-re-reconfirmed Intel's positioning at the high end, and IBM to make low priced dreck largely for internal consumption, which conceivably weakens AMD et al further. That was a bullish post. Regards

To: Jim McMannis who wrote (50943)	3/22/1998 8:34:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Jim - Re: "If you are long Intel read this...IBM - Low Cost Chip Producer" Where in that article did it mention IBM's cost to produce chips? Or AMD's cost to sell IBM-produced chips? Or Cyrix's cost to sell IBM-produced chips? Cyrix has been using this low cost IBM producer for 4 or 5 years and they have lost money in at least six of the last eight quarters (more or less). So what advantage has IBM been to Cyrix? Paul

To: Jim McMannis who wrote (50943)	3/22/1998 8:59:00 PM
From: Mary Cluney	Respond to of 186894

Jim, >>>If you are long Intel read this...<<< >>>The volume of Intel clones coming out of IBM will remain very low in comparison to Intel's output, said Michael Slater, founder of MicroDesign resources. IBM charges a premium for its foundry services, which will motivate all three manufacturers to keep as much of their chip production in-house. All three manufacturers have also continually fallen short of their sales goals for various reasons. <<< >>>If all goes perfectly for Intel's competitors, all of them will ship 20 to 25 million units compared to 80 million from Intel. IBM will only make a fraction of those," Slater said. Still, he added, "it's a challenge in the sense that Intel is likely to lose some market share on the low end." <<< >>>blah,blah,blah ...The "copper" PowerPC chip that debuted Monday probably won't begin to make an impact until next year, but IBM is already aggressively lobbying for market acceptance of its copper-based technology. blah, blah, blah....<<< If you are a hedge fund operator, wait until after quarter-end before bad mouthing stocks. Money flow into mutual funds too strong to stop upward bias. Mutual funds will be doing a lot of windows 98 dressing. Save your ammo. Don't waste it fighting the tape (or don't shoot all your wad at once - whatever that means). Regards, Mary