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

To: George Gotch who wrote (68787)	11/19/1998 2:43:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Wall street isn't that smart. All they see is low rates, softlanding, greater demand for chips than they were led to believe and Intel is capacity restrained...translation they can sell all they can make. AMD can sell all they can make and apparently so can NSM... The sector is back in favor. Jim

To: George Gotch who wrote (68787)	11/19/1998 2:49:00 PM
From: Len Roselli	Read Replies (1) \| Respond to of 186894

George, If it works it works, it works and I don't care what is inside.. You may be right, but I bet you flunked Marketing 101. BTW, judging from a lot of comments on this thread, this stock can't seem to do anything right. First it gets criticized for sitting flat for 18 months, and now it's getting hit because it has gone too high! Sheezz, hasn't anyone ever seen an elephant dance? len

To: George Gotch who wrote (68787)	11/19/1998 2:54:00 PM
From: nihil	Read Replies (2) \| Respond to of 186894

RE: Things that are popular become commodities .. Like Coca-Cola.

To: George Gotch who wrote (68787)	11/19/1998 2:59:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

George, not to sound condescending, but you are totally missing what Intel is all about...Price compression and more competition is the layman's arguement for Intel bears...but I can spend hours telling you what a compelling investment Intel is...but since I don't have hours but minutes, I'll just list a few major ones: 1). products segmentation and specialization: yes, commodity-like dynamics may be occurring in the very-low-end consumer space, but that represents roughly 10% of Intel's total business. Intel is moving into low/mid/high end servers, workstations, etc. that will more than make up for any price competition. 2). Intel will become the cost leader. Not only is Intel innovating to deliver end-products, but they are doing it with fewer resources, manufacturing innovations, etc. 3). Intel expanding into totally NEW market segments. Intel, a few years from now, will not just be a PC CPU maker. They will leverage their CPU expertise into new segemnts such as e-commerce, consumer electronics, etc. 4). Intel still undervalued when compared to other market leaders such as cisco, microsoft, dell....As long as Intel innovates thru R&D and delivers the technology standards, they deserve the high PE. well, my few minutes are up. joey

To: George Gotch who wrote (68787)	11/19/1998 3:13:00 PM
From: Burt Masnick	Read Replies (1) \| Respond to of 186894

Why isn't everyone driving a Yugo or a Hundai. Why do people buy Sony when the can buy nomame TVs for less. For that matter, why do most people buy Dell or Compaq or HP or IBM rather than screwdriver shop boxes. Why buy HP or Epson printers when .. well, you get the point. I think your argument is better suited to pencils, erasers, potatoes, gasoline (and even there some people hesitate to buy no-brand), men's underwear, socks, etc. Oh, by the way, there have been some fascinating "non-equivalencies" with some of the clone chips - the latest being an oops on loading Windows. What you are calling a commodity is an incredibly complex device. Ask National Semi how easy it is to produce that "commodity". Branding is a MAJOR topic in business schools these days. Hey, anybody can make a soda with a cola name and taste. But Coke and Pepsi ain't sweating nights over the ease with which their products can be duplicated. Branding does matter. People feel more comfortable with a name brand that represents consistent quality. Just check out the aisles of your local supermarket and see how much shelf space is devoted to branded vs generic or store-brand products. Yup, someone can always save a nickel by buying the cheaper generic, but mostly they don't. The only place where generics seem to have made a significant dent is pharmaceuticals, and there are some other factors working there, including HMOs and insurance company plans pushing generics. Good investing, Burt