Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Joe Dancy who wrote (74288)	2/23/1999 12:06:00 AM
From: exhon2004	Read Replies (4) \| Respond to of 186894

Joe: re <<The one in the LA Times "Intel Faces Serious Threats" raises the most interesting issues IMO and is an interesting read FWIW at audioinvestor.com>> You cannot believe everything you read in the newspapers Joe, especially that piss poor, New York Times wannabe, excuse for a newspaper, The Hell A Times. Every argument made for Intel's demise in this article has been made by one or more amateur Intel bears on this and other threads. Most of them are not new. Additionally, the story contradicts itself to the point that a one sided reader might argue that the article supports Intel. Just like the reader with the opposite view would argue it means the end for Intel. What a Joke! The title itself "Intel Faces Serious Threats" is sensationalist. When has this not been true? For any company?

To: Joe Dancy who wrote (74288)	2/23/1999 9:12:00 AM
From: Mary Cluney	Read Replies (3) \| Respond to of 186894

Joe,>>>"Intel Faces Serious Threats"<<< ooooohhh. I'm terrified 1. The FTC is coming and they're gonna break up Intel!!!!! 2. Appliances, Appliances, Appliances .... They're gonna take over the computer business!!!! and Intel can not will not respond!!!!. 3. AMD is coming. Cheap computers. They're going to give them away. No ASP. My cheap computer will do everything - I don't need nutin' more - I'm set for life with my cheap computer. They're (AMD) gonna to do it this time!!! for sure. Asian economies crash causing world to go into permanent depression - Asia is going back to the abacus - they don't need nor can they afford computers. Same ol', Same ol'. Mary

To: Joe Dancy who wrote (74288)	2/23/1999 9:52:00 AM
From: JDN	Respond to of 186894

Dear Joe: I am surprised at you. The last few paragraphs are ALL THAT MATTER. Especially considering INTC's incredibly financial strength and smarts. So, not surprisingly, Intel is betting that the PC will remain the center of the computing universe. With a portfolio topping $750 million, Intel is, in effect, one of the top venture capitalists in Silicon Valley. So it can back up its bets. The investments tend to stimulate new technologies that require and exploit the abilities of ever-faster PCs, such as graphics-intensive computing and server applications that require Intel processors. Other investments push broad-band and home networking and Intel-based e-commerce tools. In short, Intel wants to be the company that ties everything together in the age of the network--positioning it to profit whichever direction the industry turns. The current round of challenges may be daunting, "but there have been relatively few periods in the company's history when they haven't had great challenges," said Insight 64's Brookwood. "And to Intel's credit, it tends to do best when it has great challenges." JDN