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

To: ralph keating who wrote (66535)	10/14/1998 12:23:00 AM
From: Dale J.	Read Replies (2) \| Respond to of 186894

ok, Dale name 3 issues that bother you about intc? let's see how objective you can be... Ok Ralph. That's a tough one, but let me see: 1. AMD, out of frustration, could commit economic suicide with lower prices just to gain market share. The threat of a severe price war concerns me, but not as much as it did six months ago. 2. AMD might deliver the K7 on time, under budget, and at a performance level that matches INTC. Given AMD's history I don't think this will happen, but it concerns me a little. 3. The Asian recession could spread to the U.S. and Canada, Europe etc. That would really hurt everyone. So far the Asian recession, has in some ways, had a benign effect on the U.S. economy; slowing growth, lowering inflation and interest rates. But it's a delicate balance and a continued slowdown in Asia could send us into a recession. Now you tell me three things you like about INTC and concerns you as a short seller. Lets see if you have thought this through. Dale