Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Dale J. who wrote (59391)	7/7/1998 11:46:00 AM
From: DownSouth	Read Replies (2) \| Respond to of 186894

>AMD releases earnings tomorrow and Intel releases earnings next week. That should give us a better picture of whether this Intel turkey can fly. I have been long and accumulating INTC for a lot of years. It has been very, very good to me. I am beginning to wonder if I have blinders on, however. Perhaps the dynamics of the CMPQ/DEC merger are more influential on INTC than I realized. Perhaps AMD will continue to eat away at INTC's market share. I think I will stay long on INTC for a few more quarters. I gotta believe that MERCED will create new markets for INTC, with XEON as the missionary product in this new upscale market. I dumped SUNW a few months back because of this line of thinking. (logical conclusion: SUNW loses UNIX marketshare; INTC gains that share.) Pardon my rambling, but I have a load of pent up angst about INTC.