SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?


To: puborectalis who wrote (55916)5/21/1998 8:30:00 AM
From: Ben Antanaitis  Read Replies (1) | Respond to of 186894
 
FYI,

Cramer, in this morning's theStreet.com, has an article thanking Kurlak for his work. Says short-term right call, but he is long term bullish, he just will buy back later, lower.

Ben A.



To: puborectalis who wrote (55916)5/21/1998 1:24:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Stephen - Re: "How was the Annual Intel Meeting?..Any surprises?"

The meeting was fine - very professionally done.

Intel's executives seemed a bit reserved but confident. They acknowledged the price/demand dilemma problems but emphasized their approach at market segmentation - establishing different designs and configurations and price targets
for the 8 or 10 "segements" that they see.

As noted in in other sources, Intel emphasized that R & D - investment in new processes and products - is what has always succeeded in re-vitalizing the company after periods of slowdown and that they expect this to continue to work.

The Q & A session was peppered with the usual - "Intel PCs are too powerful for word processing and recipe filing...yada, yada,yada..."

Nobody asked how Intel could earn Billions of dollars by selling $15 CPUs, however.

Paul