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

To: DownSouth who wrote (59395)	7/7/1998 11:58:00 AM
From: TTOSBT	Read Replies (2) \| Respond to of 186894

Re: "Pardon my rambling, but I have a load of pent up angst about INTC." (IMO) When the insiders (AG, CB etc) start buying should be a good indication the future is once again solid for them. TTOSBT

To: DownSouth who wrote (59395)	7/7/1998 12:30:00 PM
From: Dale J.	Read Replies (2) \| Respond to of 186894

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. Yeah its quite a dilemma on whether to buy or sell Intel. I've read quite a few good posts that support both views. I tend to agree more with the longs, however. I bought INTC recently on the lows and I plan to hold at least until I hear the conference calls from AMD and Intel. AMD and NSM are definitely a concern regarding pricing pressure. If the price erosion abates, then with XEON and the upcoming Merced, Intel should be able to regain its footing. 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.) Yeah, I would agree. SUNW seems to be in a tough battle. They are part of what Gates & Co. call noise. Netscape, Oracle, IBM, Sun, and Everyone else. Dale