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

To: Dale J. who wrote (58267)	6/18/1998 1:55:00 PM
From: VICTORIA GATE, MD	Read Replies (1) \| Respond to of 186894

Dale J. hold on intel stock

To: Dale J. who wrote (58267)	6/18/1998 2:58:00 PM
From: Ali Chen	Read Replies (2) \| Respond to of 186894

Dale,<.. distinction without a difference. As far as the consumer is concerned they appear to be copies. That is what is lowering Intel profits. That is what concerns me as an Intel investor. > I was under impression that investors in technology sector are somewhat more literate than an average consumer:) Now I see I was wrong. In your position I would be more concerned about this difference. You do not need any chip design expertise to understand the importance of this general difference: with the in-house design technology these AMD/Cyrix/IDT are now independent of Intel mistakes. Backed with the MS Windows compatibility, they can move independently in the right market. So far it seems that they can do this quicker than Intel. Examples: sub-$1000 PC market, 3D-Now game accelation instructions, integrated MediaGX. <I invested in Intel because of its chip design expertise. Intel has superb engineers and management with a proven track record of overcoming difficulties in the market place.> Not anymore. You must know that the past does not guarantee future results. The head has gone (with his communist-inspired "culture" and discipline), some other high managers suddenly "felt the strong desire to spend more quality time with his family." ( pentium.intel.com ) In technical area Intel is simply trying all permutation from just two components: PPro core and L2 cache (size and location). Apparently nor enough to gain consumer's confidence and force them to buy "high-end" without compelling reasons. So far a consumer appears to be even smarter than you... sorry for the "instability".