INTC Message Board - Msg: 14004029

STOCKTALK

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 : INTC

INTC 41.34

-0.4%

3:59 PM EDT

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Jules B. Garfunkel who wrote (975)	7/6/2000 4:02:38 PM
From: Road Walker	of 990

Jules, Nice to hear from you again. May I add a few? -- Release of Pentium 4 (at 1.4 to 1.5 G), in third or fourth quarter. From all reports this is HOT, and has a lot of GHz headroom. -- Current sales trends from lower margin desktop PC's to higher margin notebook PC's plays into Intel strength. -- 30% + projected growth in Asia/Pacific; Japan appears to be in recovery. Jules, if I was forced to look for things that could go bump in the night: -- Non CPU component shortages could limit 4th quarter PC sales. -- Increased capital spending could lower EPS. -- New non-Intel products (Sony PS2's, handheld PC's) could compete in the retail space to limit growth. -- Execution, hopefully the stumbles of the last year are behind us. Bottom line, the known positives far outweigh the potential risks. I pretty much agree with what Dan Niles has been saying, that Intel is the stock to own right now. John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next