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

To: Paul Engel who wrote (63928)	9/4/1998 1:32:00 PM
From: Scumbria	Read Replies (2) \| Respond to of 186894

Paul, The arrival of MediaGX (and the sub-$1000 PC) 18 months ago, correlates quite nicely with the malaise of INTC stock. Next year we will have MXi, PCOAC and K7 to continue eating away at Intel's "total margin dollars." It's only getting worse for INTC from here on out. Scumbria

To: Paul Engel who wrote (63928)	9/4/1998 1:58:00 PM
From: Gary Ng	Read Replies (2) \| Respond to of 186894

Paul, Re: Start remembering. Intel critics never like to remember. They forgot(or don't know) what Intel was during the 8080 days. Back then, the dominant player in 'PC' was 6502(because of Apple II) whereas for 'business PC' was Z80(I remembered Apple II players needed a Z80 card to use applications like viscalc or Wordstar). IBM then chose 8088 for its PC but there were competitors like NEC which has plug compatible chips(V20, V30, V40) to boost the performance, very much like Cyrix, AMD today. Even in the 386/486 days, AMD was a second source for Intel (?) and I believed has a larger market share than today. It was Pentium that started to pull Intel to the front but during that period, there were still other players like 680x0, PPC etc. Intel fought and won battles after battles to become what it is today, so what have changed which hint that it will lose the next round ? I don't see any yet. Gary

To: Paul Engel who wrote (63928)	9/4/1998 3:39:00 PM
From: dumbmoney	Read Replies (1) \| Respond to of 186894

Remember Exponential Technology? Remember IMES ? Remember ULSI ? Remember IIT? A couple others to remember: Chips & Tech (they developed a 386 clone long ago, never sold) TI (they had a HUGE fully-staffed x86 project going, canceled last year) This is a tough business.