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

To: Fred Fahmy who wrote (74764)	2/27/1999 4:59:00 PM
From: James R. Barrett	Respond to of 186894

>>"The question is, how much longer do you think AMD can afford to price 25% below Intel."<< Until INTC throws in the towel on the low end market maybe? >>"Intel has vowed to take the price actions necessary to regain share at the low end."<< How LOW will they let their profits go? Would they be willing to post .05 EPS for the third quarter in order to put extreme pressure on AMD? >>"All else equal, do you think a customer looking at two Compaq's will favor the one with Intel Inside.....I do."<< I agree. >>"Of course, this discussion only applies to the retail market which is a small percentage of the overall PC opportunity."<< True for now, but eventually, the retail market will be larger than the business market. The Internet will see to that. >>"In the corporate world there are other considerations. You can rest assured that "Intel Inside" carries significantly more weight in I/T departments."<< I agree. Jim

To: Fred Fahmy who wrote (74764)	2/28/1999 7:38:00 PM
From: nihil	Respond to of 186894

Most marketing experts classify products as commodity (or "value") or style (they also like to call this upper thing "quality" or "excellence"). Same thing in the stock market. You can buy companies with PE's of 4 or 600. Everyone sees the same numbers, and I buy AOL and maybe you buy steel or automobiles. Value investors are very happy in the long run because they really didn't want to get rich anyway. They wanted safety and wouldn't pay the risky price for growth, so 7-10 percent is wonderful compared to savings accounts. You can tell youself if you wish that grits might grow very fast some day, but you and everyone else knows it (they?) won't. Computers are important in my life. When I drive into a bank or brokerage I want them to understand who I am. So I drive an 8-cylinder quad valve PIII Dell. Thank God, at last, anyone sophisticated will know I drive the best. Its nothing to me anyway. Deductible. Paid for out of 4 Dell January options a bought early in the month for the very purpose. I'm not sure my image with my techstock broker could survive if I didn't drive a PIII Dell. I've made so much on Intel and Dell that he would think I was an ingrate if I drove an AMD (on which I've lost so much money). It's all a question of style, I think. I drive a Porsche, too (when the damned thing works!).