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

To: Sonki who wrote (52685)	4/10/1998 2:41:00 PM
From: Jerry Olson	Read Replies (1) \| Respond to of 186894

Hello Sonki I was wondering if anyone knew who the other 4 companies INTC has canceled orders with...KLIC was one, anyone have any ideas... Thanks, Jerry

To: Sonki who wrote (52685)	4/10/1998 5:13:00 PM
From: Richard Tuck	Respond to of 186894

Sonki, I would not be willing to bet real money that INTC will go down to $50 because there is a good chance it won't (I still think it is unlikely that INTC will go up). Intel has proven itself to be a great company over the years while AMD has traditionally been an also-ran. However, AMD does not need to be much more than that to cause Intel's stock price problems. It is now time for Intel to reassert its claim to greatness. Everyone is predicting that the PC will become a sub-$1000 commodity which contradicts Intel's business model. A great company in this situation would be able to 1) change their business model to align with the market and then outperform the competition, or 2) come up with a product that would reorient the market demand. So far, Intel has been attempting to do a variant of the second option by seeding demand for high performance processors. Celeron reflects the initial stab at the former. Time will tell if Intel is capable of reasserting its dominance like it did several times before in the face of competition from the AMD 286, AMD 486, and the RISC microprocessors. This situation parallels the situation in 1994/5 when AMD had control of the 486 market while Intel transitioned to the Pentium. AMD screwed up the K5 introduction and Intel got away unscathed. This time, AMD screwed up the K6, but appears to have gotten themselves together barely in time. Richard