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

To: Jim McMannis who wrote (63533)	8/28/1998 1:55:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

RE:"You know what, I remember one of the Intel exec mentioned something I agree with. Slow demand for chips (or recession for that matter) is bad for Intel, but much much worse for the competition who need a good economy and strong demand to stay afloat" AMD's business model is very high-risk and depends on a very strong market for processors with no hiccups. I remember reading an article talking about how AMD's investments in the Dresden fab could spell trouble if the ride gets bumpy. Intel, on the other hand, can postpose construction jobs, close down fabs temporarily, and ride through the storm on a very soft cushion of capital and margins. Furthermore, all the employees at Intel are currently rallied around the cost-cutting, belt-tightening attitude that Barrett is calling for. It will be interesting to see how Intel and its competitors can ride out this storm. And judging from the price of INTC today, DANG! This is going to be quite a storm.