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Strategies & Market Trends : Market Gems:Stocks w/Strong Earnings and High Tech. Rank
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To: Crossy who wrote (7115)4/5/1998 7:38:00 PM
From: Judy  Read Replies (3) of 120523
 
Dear Crossy,

Thanks for your views and independent analysis of the situation. In my opinion INTC does not need to capture the low end market from a revenue perspective, only motivation is to be a one-stop shop. Celeron, Mendocino version will retain current desktop market share and 450NX/Deutches is key to stem their declining revenues for fiscal '98. Merced in '99 will present the next quantum jump, although not as large as the transition from the x86 to the Pentium architecture.

Thus my sense is that INTC should be trading range bound until 450NX/Deutches is out without a glitch, range from 71ish to 81ish, downside risk to 65ish with a prewarn. Volatility on INTC has virtually disappeared, Street is waiting for the other shoe to drop. Yr21K leaps come in June, I will be there.

Oh, take a close look at LSI, much more long-term promise than NSM or AMD.

Wishing you well in your rankings on finals.
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