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 34.10

+1.4%

12:22 PM EST

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To: ANANT who wrote (15778)	1/7/1998 8:50:00 PM
From: ANANT	Read Replies (2) of 27012

all: CNN-fn - digital jm - on pcs'- Gene Glazor of Fortia Advisors- Bob Walberg of Briefing.com Gene Glazor of Fortia Advisors on pcs' seg 0 pc's are selling very well 40% CPQ -- use of low cost processors - low margins - high inventory turnover- high ROI Low cost pcs' selling well in the consumer side Corporate is not buying low cost pcs' - high cost pcs' are selling well - overall margins( combined consumer and corporate) are not badly affected Bob Walberg of Briefing.com: SEG : SEG announced bad earnings after mkt ; Expects 10-15% down on mkt open tomorrow ; later recovery during the day AAPL: Long way for solid recovery ; Not sure if they make it ; short term may move upside to low 20's ; long term down back to low 13 - 11 range ASND: Occasional take-over rumors - beaten down - mkt performer Bay : hit hard - mkt performer CSCO: Dominating market ; nice products ; must be core holding in portfolio - valuations are high ; 1 year target lower 60's COMS: 2nd tier network co.- short term mkt. performer - long term good CPQ: split may not have much impact like we had 9 months ago- INTC: will be surprised if INTC posts 15% higher earnings as one analyst recently predicted - expects in line 93 cents - if earnings are below expectations hits the tech mkt badly - stock being watched by all SYBS: AVOID MSFT: in a trading range in the last several months- signs of slowing earnings - if WIN 98 delayed it will hurt MSFT earnings then MSFT will brekdown to low 100's ORCL: Earnings problem in next 3-6 months - good buy in high teens with a 5-yr time horizon SUNW: likes the stock - had a nice little run - upside potential to 55's - core holding ASND: speculation of take over rumors - not happened - severe beating to more reasonable valuation - mkt. performer This is all what I gathered from the CNN-Fn interviews. rgds ANANT

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