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

To: John Donahoe who wrote (51594)	3/30/1998 10:47:00 AM
From: Burt Masnick	Read Replies (1) \| Respond to of 186894

The problem is that the volume of sub $1K chips is "stolen" from PCs that would have sold for over $1500 last year. That volume cannot be foregone by intel over the long term. INTC was blindsided by the rapid descent in memory and drive prices which pulled the cost of a PC box down precipitously. For once they were without a strategy to respond to an inflection point. However, they are more capable than most of remaking themselves to meet a challenge. Burt

To: John Donahoe who wrote (51594)	3/30/1998 10:15:00 PM
From: David M Gambs	Respond to of 186894

John, So isn't it wise for Intel to go into that market only when they are confident that they can make a profit? INTeL® will make a profit on Celeron. The box makers might not make a profit but INTeL® will. The scale of production INTeL® has will generate the profit. They can produce at lower cost than most. Also, if INTeL® were to sell at below cost, the DOJ would be all over them for monopolistic practices. Regards, dmg (Go INTeL® Go to $200 [post all splits: past, present & future])