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

To: kolo55 who wrote (55633)	5/15/1998 6:04:00 PM
From: Diamond Jim	Read Replies (1) \| Respond to of 186894

Big trouble for Intel's margins ahead as they've warned. But also big trouble for their market share. IBM and the Taiwanese partners of Cyrix not only bring fab capacity to the game, but also market channels. I wish all you Intel investors good luck, you'll need it. ===================== Welcome to the thread, glad you stopped in and are so shy. You talk a big game, SHORT IT then, talk is cheap. jim

To: kolo55 who wrote (55633)	5/15/1998 6:11:00 PM
From: Joey Smith	Respond to of 186894

re:I wish all you Intel investors good luck, you'll need it. If you are an AMD/NSM investor, I wish you even more luck since they wont be making profits anytime soon... joey

To: kolo55 who wrote (55633)	5/15/1998 6:27:00 PM
From: Mary Cluney	Read Replies (4) \| Respond to of 186894

Paul, >>>Can you read ?.... Big trouble for Intel's margins ahead as they've warned<<< Where did you read this? Intel has reiterated for the last two or three quarters that their margins will be 50%ish going forward. So what is wrong with that? How many companies on earth, ever, have 50% margins and $ Billions in profit. >>>But also big trouble for their market share <<< Isn't that a definition thing? Is 70% global (100% high margin /high end) market share in arguably one of the most important markets ever on the planet really big trouble? Isn't that a much higher percentage in global terms than Daimler/Chrysler, Coke, Gillette, Sony, Yahoo, Netscape, MSFT (software in totality), Standard Oil, De Beers ...... Do you really consider that the total of your competitons sales are less than your budget for R&D as a problem in market share? Is Kurlak saying that Intel management is lying when it says it will maintain 50%ish margins? Are they lying when they say demand will pick up in the 2H 98? Is Kurlak saying that Intel guidance is not to be believed and that he has better information to form his opinion? Mary

To: kolo55 who wrote (55633)	5/15/1998 10:46:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Paul - Re: " IBM and the Taiwanese partners of Cyrix not only bring fab capacity to the game, but also market channels. I wish all you Intel investors good luck, you'll need it. " You should be wishing luck to Cyrix's parent NSM - They are the company that just announced guaranteed LOSSES in the next two quarters. By the way - wish some luck to the manufacturer of your CPU as well (AMD) - they have lost money in 3 straight quarters - and are heading for four in a row! Paul