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Technology Stocks : Intel Corporation (INTC)
INTC 35.10+2.3%Nov 19 3:59 PM EST
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To: John F. Dowd who wrote (93478)12/7/1999 6:04:00 PM
From: Paul Engel  Read Replies (3) of 186894
 
John - Re: ": Any guesses on the reason for INTC's crap performance of late. Is there a missile I haven't seen heading up our tail pipe?"

1. They make things that can be touched and sold - that's bad.

2. Their production can be measured - also bad.

3. They make mucho profits - that's bad - because PROFITS can sometimes go down.

4. Intel suddenly has a mighty competitor (AMD) that Wall Street recognizes as a superior company - that may even break even or post a profit for the first time this year.

5. Intel has "no exposure to the internet".

6. Salomon Smith Barney was WRONG last month about Intel's business and production levels - so they regurgitated Jonathan Joseph's MISTAKE into a Gateway bash (by a different analyst) this month, slamming Intel as the culprit. Joseph is also trying to save face because he predicted that Gateway would introduce an AMD ATHWIPE CPU - and they haven't yet done so. Salomon and Joseph decided to punish Gateway and Intel for making him look even more stupid.

7. Intel has no future products in the pipeline.

8. Even if Intel did have future products in the pipeline, the analysts will say they are too powerful and not needed - or else not powerful enough.

9. Intel is not diversified - and is too focused on MicroProcessors.

10. Intel has been too busy diversifying, taking away their strategic focus on Microprocessors.

11. Intel's new microprocessors are too fast for the marketplace - and nobody needs all that speed.

12. AMD has a "faster" microprocessor than Intel - and every body wants it and has stopped buying Intel's products because they are too slow.

13. Y2K fears will affect Intel's business.

14. Even if Y2K problems won't effect Intel's business, analysts are already predicting potential slow down due to future Y3K concerns.

Paul
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