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

To: Shibumi who wrote (54010)	4/21/1998 12:57:00 PM
From: Ibexx	Respond to of 186894

Re. What's interesting about the article is that this is the same kind of stuff that all of the pundits threw at Microsoft concerning the Internet several years ago. Oh yes, I remember GS's analyst downgraded MSFT for lack of a viable Internet strategy--I figured then that it was because GS was the underwriter of NSCP. Ibexx

To: Shibumi who wrote (54010)	4/21/1998 5:00:00 PM
From: BelowTheCrowd	Read Replies (1) \| Respond to of 186894

Realistically, Intel has "missed" most of the key SIPs. Their strength has been in forcefully addressing the misses and getting back on track in a big way. Just two examples: The classic DRAM quandry. Intel continued in the DRAM business LONG after it was unprofitable. Moore and Grove didn't live up to and address the issue until much later in the game than they should have. But they addressed it right, and gave their investors a GREAT buying opportunity before transitioning the company into the microprocessor business. The Pentium flaw. Intel management went on for weeks, trying to do business the same old way, not recognizing that things had changed. Eventually they cam to the realization that they had passed a SIP, that the recognizable brand name brought with it a new level of responsibility to customer concerns (even stupid ones) and required new ways of dealing with them. So they dealt with it, but not before they gave us one of the greatest buying opportunities in recent memory. They may have given us another one when they recognized the sub-$1000 market just a bit "too late." mg