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

To: Burt Masnick who wrote (51597)	3/30/1998 1:49:00 PM
From: John Donahoe	Read Replies (1) \| Respond to of 186894

RE: "INTC was blindsided by the rapid descent in memory and drive prices which pulled the cost of a PC box down precipitously." I don't see how falling memory and drive prices adversely affected Intel's CPU business. I would think that it would in fact have the opposite effect. It was Cyrix/AMD/CPQ's willingness to incur losses which drove the sub $1000 market. It is to Intel and Dell's credit that they didn't join the insanity. However when sub $1000 PCs can be sold at a good profit Intel we be there. Their patience will be rewarded. JD