INTEL SUPPORT GROUP - the sky is falling!!!! Message Board

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Technology Stocks : INTEL SUPPORT GROUP - the sky is falling!!!!

INTC 37.04

-6.2%

Nov 4 3:59 PM EST

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From: Burt Masnick	3/8/1996 9:00:00 AM
	of 248

Manfred, lets look at all the plus and minus factors On the positive side - Pentium is THE standard PC Sales volume should increase by about 20% Pentium pro should get big boost with fall arrival of new Windows NT which will have win95 style interface mmx multimedia pentium coming this fall should cut the cost of PCs by at least $200, maybe more. Superb manufacturing expertise Excellent management Excellent balance sheet minus factors talk of internet computer (an unproven concept saleswise) missed earnings projection in January horrible book to bill (probably due to memory price free fall) On balance, INTC is a buy because it has solid growth potential and its price is way too pessimistic and it has been beeten down in sympathy with the price of other tech stocks with fundamental problems (like Micron, Netscape, LSI). That's the way I see it. Markets always over-react, both on the upside and on the downside. In this case its on the downside, but I am placing my bet that there will be an over optimistic reaction on the plus side that will propel INTC to serious new highs. BJ

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