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Technology Stocks : Intel Corporation (INTC)
INTC 34.50+2.6%Nov 21 9:30 AM EST
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To: Paul Engel who wrote (90660)10/20/1999 6:32:00 AM
From: Amy J  Read Replies (3) of 186894
 
RE: "Microsoft Conference Call "

1- Unearned revenue dropped? Due to what type of 1-time charges pertaining to employees? Did you catch that part of the explanation?

2- This is significant for Intel: "Enterprise market segment is growing faster than the departmental level." This implies acceptance at the high-end, where margins are better

3- My favorite quote was: "it eclipsed a Sun machine with Oracle."

4- The tone of the CFO, along with the two preceding quotes above, implies to me, Intel and Microsoft have an excellent opportunity on the high-end, at the expense of the aforementioned Mountain View company

5- I thought I heard him say something about $.03 up from the estimates could be possible, in response to a question? Did you hear him say, "I've seen your models, and they don't include" upside? from WinY2k, and he said this is good because it will take time for it to work into the channels... yet he said, "RTM is still 12/31/99"

6- He said... "laptops should immediately adopt the new OS, you won't see the usual delay with the laptop market" during this adoption

7- My interpretation of this the CC is:
- Adoption could be faster than usual
- Some solid signs of acceptance in the Enterprise market. This is good for Intel

8- PC demand strong

9- MS-Asia (revenue?) up 82%

Everything sounds good for Intel too.

I'll probably increase INTC & MS holdings.

Amy J
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