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

To: Mary Cluney who wrote (64903)	9/16/1998 5:33:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Mary, alliances are the mode of the day, not large acquisitions. With markets and technology changing so fast, it is very risky taking on a large acquisition. (e.g. IBM/Lotus, CPQ/DEC). IMO, value is created between two companies when there is new product/market development, NOT when there is simply economies of scale (combine operations) and scope (share customers) . Because of the large overlap in the NIC market, I would view Intel/3COM as an economies of scale/scope relationship and would view an acquisition as a mistake. I would much rather see the two companies get together to devlop new products/markets thru an alliance. That way, each partner gets what it wants without all the unwanted baggage. joey

To: Mary Cluney who wrote (64903)	9/16/1998 6:45:00 PM
From: Tony Viola	Respond to of 186894

Mary, >>>"Your friend Kurlak is prbably more comfortable analyzing commodities rather than advanced technologies where he has to constantly update his knowledge base if he is to be effective in his work."<<< What knowledge base. This guy spends a bunch of time, energy, lines in a report, whatever, extolling the plight of the DRAM market, and then downgrades Micron Technology AND Intel. Someone has to explain to him the difference between a DRAM and a microprocessor, before even the CEO of Merrill Lynch, whoever that is, finds out and tells him. Tony