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Technology Stocks : Intel Corporation (INTC)
INTC 21.48+3.3%3:59 PM EDT
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To: Raymond Thomas who started this subject10/28/1995 9:09:00 PM
From: Chris Vu   of 186892
 
Compaq just announced that they will join others in purchasing ready-made motherboards from Intel starting with P6. With the exception of the disk drive, monitor, memory, and keyboard, Intel(Inside) supplies everything inside the PC. According to semiconductors analyst Whittinton, the Pacific Northwest site could be Intel's next PC division. They may be taking the next step to promote the "Intel Outside." If so, they will come full circle to dominate the PC market with their value-added products. Way to go Intel! Furthermore, the analyst also added that they will earn $5.15 in '96 with a return on equity of 32%. He said the stock is undervalued and I agree wholeheartedly.

According to Busines Week a few weeks ago, the Taiwanese manufacturers were dropped by Intel. Intel used to buy motherboards from them but has decided to produce the motherboards themselves. A lot of Taiwanese manufacturers are going broke because of that. If Intel can fight against the Taiwanese's dominance in the motherboard market and win, AMD and CYRX are formidable enemies but the battle can still be winnable. AMD is now having trouble absorbing the purchase of NexGen and Cyrix has no manufacturing plants. These fabless companies will run into problems when demand is too great. So, anyway you look at it, it is hard to fight Intel when it has 80% dominance in microprocessors. Intel is too powerful!
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