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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Sonki who wrote (20880)	9/6/1998 6:08:00 PM
From: dougjn	Read Replies (1) \| Respond to of 27012

Sonki, I basically don't see the bull case for Intc right now at all. Seems to me it all hinges on strongly ramping volumes for PC's in the second half, which I think is questionable. Corp. at the at the margin will now be a bit more cautious in replacing PC's they don't really have to. Consumers of course always buy more during the holiday season, but Intel has less of the low end market, and is getting worse margins there. Basic problem remains that it is hard to move masses of buyers to higher end processors when they no longer help with the Internet and maybe not even with corp networks on the desktop side. Sea change. Which market doesn't want to believe, for sure. Doug