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Technology Stocks : Intel Corporation (INTC)
INTC 45.51+10.7%Jan 9 9:30 AM EST
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To: Road Walker who wrote (136966)6/7/2001 8:19:01 PM
From: maui_dude  Read Replies (3) of 186894
 
John,

I also thought that Osha was being very an*l. I think he's lost a lot of credibility lately (just notice the investors indifference when he downgrades Intel) and he's going the Kurlak way.

On a different note, Intels numbers should start looking very good very soon if the forecasts holds. H1/H2 revenue ratio of 45%/55% translates to about 13.2B/16.1B revenue for 2001. My guess would be 7.5B for Q3 and 8.6B for Q4. If we go with recent market research forecast of 25% growth in 2002 and 20% growth in 2003 (and assuming Intels growth follows industry growth), we are looking at Q4 2002 revenue of 10.75B, and Q4 2003 revenue of about $13B. In addition the margins should improve significantly (due to .13 and 300mm and even .10 by 2003 and partly because the margins are higher when revenue is higher) and the ASP erosion should either stabilize or reverse with IA64/Server revenues. I see a huge upside for Intel if the demand forecasts hold.

And all these does not even include the potential investment gains when the market picks up (-:

I am thinking about changing my strategy from writing out of money covered calls to buying leaps in the next few months. I would welcome hearing about other threadsters investment strategy with respect to Intel.

Elmer, Willcousa, thread, any idea when the year 2004 options start trading ?

Maui.
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