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

To: alex pierson who wrote (66899)	10/16/1998 9:40:00 PM
From: Fred Fahmy	Read Replies (1) \| Respond to of 186894

Alex, <better have a really tight thesis with decent backup why these guys are gong to be able to continue to dominate, keep margins, maintain asp, and maintain growth considering everything that is going on.> I agree completely....and if you don't understand why this is the case, then you have no business being long INTC. BTW, the concerns I hear today are not one iota different then when I bought INTC in the low teens. Seems, the more things change the more they stay the same. INTC and MU have been compared and grouped together for years by those who lack any understanding of the semi industry. You couldn't possibly pick two companies in the industry which are further apart on the commodity-proprietary scale. FF

To: alex pierson who wrote (66899)	10/18/1998 2:19:00 AM
From: stak	Respond to of 186894

alex, What you've written is oh so true. Intel is going to go thru hell in the next 2 years as they come to grips with a market that they are not properly preparing for. I hope that lurkers take the time to decloak and ask some tough questions. The dialogue here isn't even touching on what is facing Intel in the next 2 years! >>Intel has great people and is a well run company and all but seems like before making a decision to buy or hold onto this stock, it may be time to take a really hard look at what is going on with its pricing, enterprise end users in the economy, competition etc. Past achievements notwithstanding, better have a really tight thesis with decent backup why these guys are gong to be able to continue to dominate, keep margins, maintain asp, and maintain growth considering everything that is going on. Cause if it aint the case, this stock, great products, R&D, personnel and leadership, could go the way of MU and a few others.... And even if longer term this is not the case, any slowdown in enterprise spending could create the illusion that this is the case.<<