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

To: John Koligman who wrote (63326)	8/25/1998 11:38:00 AM
From: KM	Respond to of 186894

Commentary on Kurlak/Intel from Kessler column in Street.com this a.m.: * * * * Intel (INTC:Nasdaq) microprocessors at the low end -- the parts for the sub-$1,000 PC market -- are tight and hard to come by. They are also tight at the high end, the 300-MHz Pentium IIs. In the middle, supply and demand are roughly in balance. As always, the Street is battling over whether Intel will see an improved market. My old buddy and Merrill Lynch semi analyst Tom Kurlak thinks Intel's processor prices will drop to $20 over the next few years, which is kind of silly. On the flip side, the bulls like Morgan Stanley's Mark Edelstone are losing credibility as they keep pounding the table, to no avail. Dan Niles at Robertson Stephens, who follows both Intel and the PC guys, seems to have the phase right. Meanwhile, Intel keeps insisting it will have an up second half. Intel is not gunning for an II vote, so I tend to believe it, but meanwhile, confusion reigns.