Intel Strategy for Achieving Wealth and Off Topic Message Board

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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic

INTC 45.51

+10.7%

Jan 9 9:30 AM EST

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To: Sonki who wrote (11949)	10/22/1997 2:41:00 AM
From: Flair	Read Replies (2) of 27012

Sonki, Thanks for your info about LLY and PFE. A short question: will PFE's pending FDA's approval of a new drug affect the future of VVUS? TI's 12-month target price is 185 and 200 by two different brokerage companies (forget the names). In addition, it's one of Erika's favorite stocks. TI's DSP business is very strong (30%-40% annual growth), and is 40% of TI's revenue. However, DRAM business keeps under price pressure, though it's a joint venture with Acer. A good indicator on how good TXN's Q4's earning will be is the NSM's earning report in Dec (remember to keep an eye on NSM.) NSM and TXN both manufacture chips for telecommunication . IMHO, TXN will be back to its 52-week high when it splits in Nov. AMAT will be stagnant for a little while. IMHO, it will have some wild action (big-up or big-down) at the end of October or early Nov., since the October's SEMI book-to-bill ratio may leak at that time. CYMI is going to give earnings report on Thursday, and maybe it will give a boost to the semi-equipment sector. MSFT's earnings replay: 1-800-456-5304 (code 1017). Compared to the previous conference call, MSFT gave a very good future earning guidance. CA gave a very good report today. This should continue to give a boost to software sector tomorrow, especially to BMCS, and maybe ORCL. I bought SUNW's common shares at 45 based on their strong forcast in July. I think their server business is under big pressure from INTC, MSFT, CPQ & HWP. Their profit margin may be down because of price pressure from Windows NT servers. Please see Brian's post in MSFT's thread. You are very judicious to buy @36 and then sell @40. exchange2000.com

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