Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.38

-1.3%

Dec 22 3:59 PM EST

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To: William Hunt who wrote (38313)	10/29/1997 6:24:00 PM
From: Joey Smith	Read Replies (2) of 186894

Bill, re:3) What is going to drive earning until then to increase shareholder value ? In the short-term (next 6 months), I think 2 things: 1). PII becoming a bigger part of the prodcut mix. Intel's current forecast is 25% this qtr and 50% by the end of 2Q98. Once this trend becomes CLEAR, this will be a positive for the stock as all of the anal-ysts will turn 180 degress and praise the stock once again. Intel is making sure this will happen with the PII marketing and agressive price cuts on PII. Remember, as PII gains momentum, this brings Socket 7 death nearer, which means less competition, etc. etc. 2). Intel ramping up to .25 microns. From what Paul and others are saying, this will result in a BIG reduction in costs and from the 1998 anal-ysts reports I have read, there is hardly any mention of this. Hoping this really starts hitting the bottom line 1Q98. If we get a good PC Christmas season, then we should see the stock start moving BEFORE the end of the year, imo. joey

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