Intel Corporation (INTC) Message Board

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 : Intel Corporation (INTC)

INTC 36.91

-1.1%

Dec 31 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Bob Kim who wrote (140617)	8/1/2001 8:49:21 AM
From: t2	Read Replies (1) of 186894

I am glad Joe Osha did not throw in the towel and upgrade Intel. I believe he has problems with the valuation--that is his current story---it used to be channel stuffing a couple of months ago and he has been silenced on that recently. I would call it a "grudge". Intel keeps making him look bad. Most analysts that have called a bottom on the semis usually upgrade Intel but not ML. It may just be a case of different analysts covering different stocks. IMHO, there is a more compelling reason to buy Intel now. It is about to regain its near monopoly status once again. Valuation is going to get a lot better down the road as margins expand. I have been saying so often that people can get pirated copies of Windows but there is no way to get a Pentium 4 that way. That has been Microsoft's problem. We are seeing the emergence of new markets like China and India...IMHO, China will be huge for Intel. I believe Intel had stated that China and India is 30% of their sales--I am not positive on that. That could also explain why Intel's numbers do not agree with what the boxmakers are saying; we could just have a case of new PC makers setting up shop in the large emerging markets like China--these boxmakers will get a lot of assistance from the government. It is a lot easier to start a new PC company than it is to replace technology from Microsoft/INTC. That is why the prospects for these two companies are much better in those markets, especially Intel because of the inability to pirate the chips. Sure makes sense that these guys are going with such aggressive capital spending plans while some of the analysts have been questioning that strategy. They also doing this ahead of XP launch, which is also supposed to be a driver of demand for the P4.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next