SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC)
INTC 37.91-1.4%Nov 11 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: f.simons who wrote (92796)11/18/1999 9:56:00 AM
From: Burt Masnick  Read Replies (2) of 186894
 
There are few things as beautiful to a long as a semiconductor plant with demand exceeding supply and a concerted effort to close that gap with extra production. I was particularly interested to note that the tightness in supply (relative to demand!) extends from Xeon to Celeron. The appearence of 733 MHz into retail view is a heartening sign. I am looking for earnings north of $.60 and the key sign will be some upward revisions in earnings projections, probably within a week or two. I'm beginning to think that I might have twice as many shares this time next year due to another split.

As a sidenote, I expect that AMD will show a small profit ($.05 to $.10) this quarter. Given their spectacular history of lawsuits about forward looking statements, it is virtually inconceivable that they would have made that announcement of "break-even" unless it was in the bag (unless their death wish is mighty powerful and their management even less careful than I give them credit for). Overall I view this return to near profitability on a quarterly basis as a good thing. If they were to be sold to a less managerially challenged organization with deep pockets, they might morph into a more troublesome competitor. As a stand-alone, they are troublesome enough to maintain Intel's paranoia, while allowing Intel to remain enormously profitable.

Burt
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News