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Technology Stocks : How high will Microsoft fly? -- Ignore unavailable to you. Want to Upgrade?

To: Sir Francis Drake who wrote (21547)	4/24/1999 8:10:00 PM
From: Catcher	Respond to of 74651

ototot agree with you on intc. not the same potential imo as csco msft & a few other stocks in same general risk parameter

To: Sir Francis Drake who wrote (21547)	4/24/1999 8:11:00 PM
From: Bill Fischofer	Read Replies (1) \| Respond to of 74651

Re: INTC Well, if you held a gun to my head INTC would be the first to go of the four I mentioned, but I wouldn't write it off just yet. Nobody can touch INTC for semiconductor process technology and that is the real basis of their success. Like MSFT, INTC is destined to sport a trillion+ dollar market cap.

To: Sir Francis Drake who wrote (21547)	4/24/1999 10:28:00 PM
From: Uncle Frank	Respond to of 74651

>>I know I'll catch flak for that, but I just find INTC too cyclical, too vulnerable to radical technological change and competition. You won't get flamed for your comments on this thread, but I hope you're wearing asbestos underwear if you take your case to Intel's thread <g>. I agree that intc and all the semis are cyclical, but disagree that Intel is at risk from technical change and competition in their niche. They are the sector's Rule Maker, and can change the game to suit themselves at any time. Add to this their own proven strength at technical innovation and manufacturing and they appear pretty bullet proof. What I don't like is the narrow focus of their efforts over the last few year, persuing faster and faster uprocessors with manic zeal. As well I dislike a business that requires multi-billion dollar investments for every new fab/product generation. But if you're going to invest in semiconductors, Intel is the very best - a Gorilla in the strictest sense of Gorilla Game theory. Frank