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

To: VICTORIA GATE, MD who wrote (56461)	5/31/1998 7:08:00 PM
From: Francis Chow	Read Replies (3) \| Respond to of 186894

My 2 cents worth on AMD: The CPU market is already starting to segment. Intel acknowledged as much at their shareholder's meeting. No more one CPU fits all. Now, who do you think will own the gaming segment? Wrong - AMD will. They already have it staked out, they already have relationships with the key players, they're already optimizing their chips for that segment. BTW this segment will be one of the more lucrative ones. Now, who do you think will own the high end server segment? Right - Intel. At least that was the conventional wisdom before the Merced delay. What about Cyrix and WinChip? I think WinChip could own the market for cheap desktops running Windows 85 /98 and browsers. A lot depends on Java. If Intel can come out with a Java optimized chip they can take this one back (because most thin clients will soon end up in Java). I don't know if Cyrix has found it's niche yet. My point is that Intel has to do more than pay lip service to market segmentation - Intel used to own the market, so it's hard for them to think in terms of aiming for a segment (I'm used to eating the whole pie, and now you're asking me to choose a slice!), but I also think it is unrealistic of them to think they can own all these newly emerging segments - particularly when companies like AMD have already staked out territory in, for example, gaming. Intel has to pick the segments it wants to own, and focus, focus, focus . . .

To: VICTORIA GATE, MD who wrote (56461)	5/31/1998 8:53:00 PM
From: md1derful	Read Replies (1) \| Respond to of 186894

Yo..VG...just what this thread needs is another doctor...anyway I'm about 75% cash, waiting for the dow to get to 8300 or so...having made wonderful profits on an assortment of internet stocks this year..I am intersted in a leap position in intc long..in your opinion, do we have much more to the downside now or do we wait and let this stock perform with the market, which I believe is rolling over to the downside anyway...Kurlak worries me also.