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

To: RetiredNow who wrote (52630)	4/10/1998 12:20:00 AM
From: blankmind	Read Replies (1) \| Respond to of 186894

-4-8-98 Cisco System (CSCO) 68 5/16 down 11/16. Numbers are due out in May. Some are speculating that they will miss their numbers.

To: RetiredNow who wrote (52630)	4/10/1998 1:38:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Mindmeld, Think about it. Yahoo is getting 95 million hits a day. Up from 65 million last quarter. (or was it same time last year, no matter) Computers are coming down in price. More people on the net. Who makes the infrastructure for the net? Who's no. 1 at it? Cisco. Not a bad bet. Jim

To: RetiredNow who wrote (52630)	4/12/1998 2:21:00 PM
From: Harry Landsiedel	Read Replies (1) \| Respond to of 186894

mindmeld. Re: "I can't bear to sell, but reason tells me there's better opportunities out there. Any comments? I would appreciate your thoughts." I can see you feel that you are in a tough spot. Would it help to go back and review your reasons for buying Intel? Did you feel at the time you were in for the long haul? If you bought Intel because it was undervalued, do you feel it is no longer undervalued? I too have been impatient with Intel from time to time. I first bought Intel in '92-'93. It went up after the Pentium flap then dropped quite a bit. I did sell some once but bought a dog and would have made more money if I had held on. So now I'm a long term investor in Intel. The reason I own Intel is that I can't find a better company in terms of management, market share (85%+) ROI (35%+), Gross profit margin (50%+), at the price the market is assigning it. At the time I bought Intel is was undervalued. In terms of its long term potential to dominate the microchip business, it is still undervalued IMHO. I know this is hard when compared to Cisco TODAY. But how many people couldn't wait to sell Cisco a year or so ago when it dropped to 48. Think about what kind of company Intel will be a year from now. It will dominate every segment of the microprocessor business. It's competition will have four more quarters of losses under their belt. Where will they get the money to keep building faster CPU's? If that's the future, it seems that Intel is a pretty good position. That's why Wein's comment (that they keep innovating on their own ie they have institutionalized innovation into the company culture) helped explain why Intel is a core holding for me. Hope you find this long-winded response helpful. HL