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

To: Paul Engel who wrote (52882)	4/14/1998 3:23:00 AM
From: Jim McMannis	Respond to of 186894

Paul, I guess I just like to pull for the underdog. When I first came to SI I didn't know much about processes and yields. All you guys were doing was taking pot shots at each other. Finally Yousef took the time to explain who could make what. It then became apparent that designing a fast chip just wasn't enough, you had to be good at making them too. Unlocking Intels hold on this industry is a daunting task. Intel will fight, at the expense of their margins...which what I would want them to do if I was a large shareholder like yourself. Their margins have dropped before only to come back. It could happen again. Meanwhile, as they are, stock prices are at the "merced" (mercy in Spanish) of the perceptions of the street. They are the ones following the direction of the wind. Unfortunately, they have a lot of power to manipulate stock prices...in within lies the opportunity of the trader. When I referred to Intel as a barker...it was the stock price I was refering to. Any dog can rise again to have its day. Intel, despite a few blunders here and there is NO barker of a company. When you lead the pack you are blazing new territory. You are bound to make mistakes. As long as you are moving the technology forward you can compensate for them. When you stagnate, or take a step backwards, a la the Celeron, the competition is bound to gain on you. Intel cannot count on AMD and NSM to be capacity constrained forever. The real advantage needs to be moving the technology forward. The real danger to Intel is not AMD and NSM per se as much as a slowdown in PC growth and an overcapacity situation leading to the commoditization of the CPU. Jim