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

To: Dale J. who wrote (58546)	6/23/1998 12:39:00 AM
From: Steve Porter	Read Replies (1) \| Respond to of 186894

Dale, Steve, I forgot. You are use to being attacked. Hey it makes life interesting ;-) Well you held at good time then. 1996 and early 1997 Intel was on fire. As for Celeron, yeah that concerned me also and I sold Intel at 85 last Spring. Intel appeared to be in denial over the Sub 1000k, but I think they are starting to turn it around now. I think the segmented product plan will succeed. Well I have to disagree. If the segment stays the same Intel's plan would succeed in the long run. However these "consumer" target segments (much like VCRs, TVs, Stereos) change _VERY_ quickly, with price points ALWAYS going lower. I don't know if Intel can or even wants to compete in a commodity market. Not saying that can't/won't, but I don't know, and therefore won't gamble on it.. If Intel goes to $200 tomorrow great and I'm happy for everyone who made money, but I would rather be comfortable and be able to sleep at night ;-) Maybe. But with stocks like NSM you really have to understand the technology and the products they sell, otherwise an investor will panic and sell at the wrong time. You seem to stay up this technology. My first experience with NSM was in high-school and I was playing with their op-amps. I have never had a bad NSM product. That kind of reliability is rewarded by the industry in the long run (look at Intel).. Steve