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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Sonny McWilliams who wrote (19646)	5/29/1998 8:30:00 PM
From: dougjn	Read Replies (1) \| Respond to of 27012

Hi Sonny. I always enjoy talking to you. Been too long. I'm afraid I have fairly negative near and intermediate term feelings about Intc stock. It gives me no joy to say that because I think Intel is a great company, and a credit to the country. And I happen to know the CEO's wife. I certainly think that Intel's lock on dominating the PC microprocessor market remains secure, and I continue to think that Merced, albeit delayed, will be a huge success in the server and workstation space. But I think that margin pressures on Intel will remain. And I tend to think Kurlak is right there. In truth, I think he has had a remarkable record on Intel for some time now. My belief is its is dead money or worse for a year to come. I would sell on rallies if I were you. But of course I am not. Best wishes. Doug