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

To: Paul Engel who wrote (56713)	6/2/1998 9:56:00 PM
From: Francis Chow	Read Replies (2) \| Respond to of 186894

<That has been the case for about 5 or 6 quarters. However, Intel's technology has not stood still and it is this technology and their manufacturing capability that I am betting on.> I've stopped, for some time now, believing blindly in Intel's technology (ie. design). They do however, with the possible exception of IBM, possess the best manufacturing capability and a proven ability to execute.

To: Paul Engel who wrote (56713)	6/3/1998 8:12:00 AM
From: TTOSBT	Respond to of 186894

Yaacov - Re: "abd you still think INTC will perform in the second half of 1998! " Craig Barrett not only thinks so he said they would! TTOSBT

To: Paul Engel who wrote (56713)	6/3/1998 2:46:00 PM
From: Yaacov	Respond to of 186894

That has been the case for about 5 or 6 quarters. However, Intel's technology has not stood still and it is this technology and their manufacturing capability that I am betting on.""" Paul, My upbringing teaches me to compose the right questions, answers are found in the questions! gg Is there really request for faster chips by common mortals that buy PC's? Is the conusmer preapred to pay extra buck for faster PC's, only a year after they have bought the Pentium II?? How much new technology is enough? Is INTC going the same way as MOT? Is it turning to become a big slow and sluggish giant! Always INTC, but no longer a grouth stock? Pls. don't get me wrong, I am the first one to keep his finger cross for INTC, becasue I got money tied up in the company, not spare change! However, I am convcerned, like many other investors in our Immortal Beloved! gg Last but not least, you have always been long on INTC, but it seems to me you advise someone to shorten the stock?? Yaacov