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

To: Khris Vogel who wrote (51239)	3/25/1998 3:48:00 PM
From: Mary Cluney	Read Replies (3) \| Respond to of 186894

Khris,>>>IMO, to look at "what have they done for us lately" only is short-sighted. I'm not cheerleading (as you are accusing me of), but you do have to look at the pipeline of products INTC has coming out over the next couple of years. These roll-outs are going to leave bottom-tier players like AMD in so much dust, it won't be funny. Do you truly believe that such moves will not strengthen Intel's leadership w/in the industry?<<< In keeping with the season, and to use a baseball metaphor, Intel gets paid big bucks for hitting home runs. We don't go see Junior Griffey hit singles. Covington, Mendocino, celery, and whatever are Intel equivalents to bunting for a base hit, a sacrific fly, or a stolen base. Getting on base is fine, but we need more RBI's. We need Intel to hit home runs. When you say strengthen intel's leadership w/in industry. That's like saying they are winning at home. They have to win on the road also. This is not a business where you could stay in business just by doing more of the same. You have to be creative (innovative) and perhaps expand your market with big bets. True, Merced is a big bet and swinging for the fences. But, relatively speaking, that is a no brainer. Nothing that makes Intel uncomfortable. Nothing that will stem complacency. When I saw Craig Barret on TV, I didn't see the fire in the belly. I didn't see a Paul Engel raising hell in Penang. I'm beginning to see IBM in the late 70's and early 80's; de ja vue all over again. I could be and I hope I'm wrong, Regards, Mary