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

To: alex pierson who wrote (65907)	10/7/1998 11:01:00 AM
From: Tony Viola	Respond to of 186894

Alex, >>> Is there a way Intel can survive this in the end? Any ideas how this could play out? Is Intel going to be OK?<<< Is there a way Cisco, or Microsoft or Dell or IBM or Lucent can survive their competition? There is always competition. Even if a company comes out with a revolutionary product with no competition, the AMDs, Cyrixs, etc. of the world are going to come out of the woodwork to try to share the wealth. And some always will. History shows that you just don't keep an unchallenged monopoly forever. Check out IBM. In the case of Intel, do you think their most qualified competitors are as "tough" as, say Dell's, or IBM's? I don't. In this valley, AMD and NSM are not looked upon as great companies. They have a very hard time attracting and keeping top technical people. Stock options that will result in something down the road, and other fringe bennies, and even company climate and challenging, meaningful work that results in company success tend to do that, rather than just pay. Based on these items, I'll leave it as an exercise to the student to figure out which companies have good retention of employees and which have horrendous attrition. Once some conclusions are reached there, you can probably also figure out which companies will have a bright future. Tony