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

To: kash johal who wrote (75181)	3/3/1999 7:16:00 AM
From: JDN	Respond to of 186894

Dear Kash: My sense is that Intel is unlikely to become a gorilla in this new SOC market. To win you need/acquire: wireless,rf, CPU, DRAM, IP, ASIC,Flash, EDA cap Hmmm-----what was INTC's cash balance? Was it 15 BILLION? How many interesting startup and small cap companies is INTC invested in? Was it around 200?? Who sits in the center of the technological Universe? Could it be INTC? Interesting questions. The answers will determine the future. JDN