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

To: Process Boy who wrote (81714)	5/26/1999 8:55:00 PM
From: puborectalis	Read Replies (2) \| Respond to of 186894

Common Stock is just that common unless you have a better mouse trap than the next guy.Why did AG and CB allow AMD and Cyrix to grab a big share of the sub $1000 PC's...cause they underestimated the enemy and did not have the "vision" to see that PC's were becoming commodity-ized.These men have banked a lot on the Merced chip but even that is delayed close to a year.Necessity is the mother of "Re-invention"....let's go Intel,take a page out of the IBM and MSFT books. smartmoney.com

To: Process Boy who wrote (81714)	5/26/1999 9:05:00 PM
From: philipah	Read Replies (1) \| Respond to of 186894

Process Boy- That was an excellent piece on CB!! He and his "wild dogs" are concentrating on GROWING the business. The stock will inevitably follow. Intel has a very compelling story, with BILLIONS in annual sales, juicy margins, and lots of cash. How many books will AMZN sell in the year they achieve profits? Will they ever hit black ink? What's the ASP of books? $10? CB used a $10 price tag in his proforma example of low end chip volumes that produced 5 percent more of INTC sales (the equiv. of $1 Billion) That's a lot of books. I'm expecting an investor migration into INTC from profit-challenged overvalued Internet spec's. WE have a value play at this point! P p.s. Do you think Jerry Sander's tours include proletariat trains and such exhausting schedules?