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

To: Dale J. who wrote (58043)	6/15/1998 10:23:00 PM
From: Steve Porter	Read Replies (1) \| Respond to of 186894

Dale, Ya, I read just today that fujitsu is adopting the SUN Pico java chips. At the low end it seeems price is everything. Intel didn't enter the Windows CE arena, I suppose the low price chip was too low for them. Yeah, I don't know if Intel knows how to compete in that market, from lack of practice more than anything technical or financial. Although a strong move into the very low-end would hurt margins IMHO. Intel is at a crossroads. It will be interesting to see where they go from here. I am betting they will do ok, but price wars in the chip market can get pretty ugly. A quick look at the DRAM market can put some fear into any investor. Well it should. That's what happening. We are starting to get into oversupply issues in teh general MPU market. I'm not sure about much in this sector anymore. It used to be so cut and dry. Intel made money and had 90% market share. Cyrix and AMD made cheaper chips and were occasionally profitble or operated at small losses. Now things are changing. Intel may still ahve market share, but at what cost to ASPs. Cyrix and AMD are losing money by the boat-load and Intel stock price has been under sever pressure for more than a year now. Cyrix has nose-dived since the NSM buy and AMD has been all over the damned place. CPQ, IBM, PB, NEC, and a lot of smaller vendors have no alliegances anymore to anyone except #1. INTC and MSFT under investigate by DOJ. Netscape giving away source code. Borland changes their name. SUN using Intel chips and selling boxes for under $10,000 based on SPARC. CPQ buys DEC. Intel has rights to Alphas and aRM.. man HELP!!!!!!!!!.. There is just too much happening to keep on top of it all. I think I'm going to buy some oil stocks at these levels ;-) Steve