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

To: Larry Ames who wrote (55944)	5/21/1998 6:49:00 PM
From: otter	Read Replies (2) \| Respond to of 186894

re. "do I have my head screwed on straight?" I think you do. Trick is to figure out when to buy...

To: Larry Ames who wrote (55944)	5/21/1998 7:25:00 PM
From: StockMan	Read Replies (1) \| Respond to of 186894

The wily Kurlack is barking again.. His ignorance has never been more apparent. He claims supply is outstripping demand, but forgets that Intel can control its own supply (which is 85% of the market). This dude needs to go cover Micron or some other commodity semi company. Times have passed him by. Furthermore wonder if he includes the growth of the workstation and server market in the 2nd Half of 98 (including the price cuts in this segment by DELL, compaq, HP etc..), for which Intel has differentiated products which will contribute a great deal to Intel's bottom line. Oh well the ramblings of Tom Kurlack of course. Wonder why CNBC even bothers to mention this dude's rantings. Stockman

To: Larry Ames who wrote (55944)	5/21/1998 9:01:00 PM
From: Tony Viola	Read Replies (4) \| Respond to of 186894

Larry, Re: "Though the price drop this week really distresses me, as does AG's response in the shareholder meeting to why we need fasteer processors." What do you mean about AG's response? Were you there, or did you listen to an audio on the stockholders' meeting? I was there and the answer(s) were the right ones. Something like sure, if what you are talking about is just doing Office 97 kind of stuff (word, excel, etc.), you can only type so fast, so who needs a faster processor. There are, however, applications that need all the power they can get, like: Internet servers Search engines Visual processing applications Word recognition, including in many different languages, so people around the world can communicate in their own language without a keyboard. Have you ever seen a Kanji keyboard? Word recognition, so that people without motor skills can use computers. Data warehousing Computer aided engineering (mine). Simulate the design of a new chip, or board, or whole computer, running OS software and applications,and changing the design until it's right, before committing any Silicon (building any chips). Computer Aided Design (mine), like design a car, change some aspects of the design, and get an immediate new picture on the monitor of what the new design looks like. (mine). Worse, simulate what a rocket taking off looks like aerodynamically. Inventory control, methods sheets storage and updating, etc., in a manufacturing plant (mine) Airline reservation systems (mine) Online transaction systems (mine) Insurance companies and banks programs that store all of their customers' data, including realtime transactions or coverage updates. All nationwide customers' data on one or a few computers.(mine) Weather prediction. Still, the world's fastest computers can't get it right (I know we can't get enough data to a computer fast enough, either). (mine) Enough. BTW, Andy and Craig had more reasons that the world always wants more computing power than it has at any given time. I forgot some of them, so I put in some of my own. It was obvious that the guy that asked the question at the meeting had no clue about the fact that there are other computers besides PC's. Tony