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

To: Paul Engel who wrote (57236)	6/5/1998 2:46:00 AM
From: 16yearcycle	Read Replies (1) \| Respond to of 186894

OFF TOPIC: Paul, The capital equipment makers are in one of their typical nose dives. Over the past 10 years, Applied has followed each decrease in its stock of greater than 50%, with an average stock appreciation of ~450% in 12-18 months. My question is, if applied does slide to about 1.5 sales, or about $20 per share, why would you not put every penny you have left into it, knowing that the rebound will likely get it to around 100 within 3 years? Can you see any reasonable negative scenario that would prevent you from taking the plunge? TIA gene

To: Paul Engel who wrote (57236)	6/5/1998 3:34:00 AM
From: DragonBoy	Read Replies (2) \| Respond to of 186894

Paul, Do you think Packet-Bell made a bad judgement to use Cyrix chip for the low end for the fact that they can wait for cheap Celeron?

To: Paul Engel who wrote (57236)	6/5/1998 12:14:00 PM
From: Harry Landsiedel	Read Replies (1) \| Respond to of 186894

Paul Engel. Re: "I sure hope some MIS guy at Merrill Lynch buys one of these 4-way XEON servers and parks it right next to Kurlak's office so all the ML analysts can be hooked into an Intel Inside XEON Network!" I love that idea. The problem with intel analysts is that they cluster in the semiconductor arena and are used to dealing in "commodity" issues. They aren't businessmen or marketers. Any good marketer can tell you that market segmentation is a key strategy for "owning" a category. Look at P&G in the detergent business or Sloan's original strategy for Gen'l Motors (a car for every price and purpose). With that strategy GM became the undisputed market leader from 1921-1929 and kept that position for 50 years! You pointed out the other key benefit of segmentation--better management of your ASP's. I think intel is on the right track. HL