Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Barry Grossman who wrote (83112)	6/9/1999 1:58:00 AM
From: Process Boy	Read Replies (2) \| Respond to of 186894

Barry and Thread - Jubak's latest take on INTC. FYI. moneycentral.msn.com ====================================================================== ... When all the market wants to hear is good news, I think it's my job as an investor to avoid getting swept away with the crowd. And when all anyone wants to talk about is disaster, I believe I should be digging for companies that are announcing a steady stream of good news to deaf ears. I've been watching three stocks do just that recently: Intel (INTC), Coca-Cola (KO) and Pixar (PIXR). The stories at all three of these companies have improved markedly in the last month or two, but the stocks have languished (or worse). The first two, I think, are building up a case for a breakout to the upside once the summer is over. I like Pixar in that time frame too, but I'm adding it to Jubak's Picks now, since the stock has a short-term catalyst that might actually give it an early boost, even in a market focused on the negative. Intel Here's a partial list of the good news the semiconductor maker has delivered in the last six weeks. In its quarterly earnings report, Intel announced that it had not only stopped losing market share at the lower end of the PC market to Advanced Micro Devices (AMD) and National Semiconductor's (NSM) Cyrix unit, but had gained sales against these competitors. In that same report, Intel reported radical reductions in manufacturing costs. The company is ahead of schedule -- and at least three months ahead of Advanced Micro Devices -- in moving to 0.18 micro production. At this smaller size, Intel gets more chips out of each piece of silicon and that reduces the cost of making each chip. National Semiconductor threw in the towel and announced that it would exit the PC chip business. Intel announced a new generation of the StrongArm chip that it acquired from Digital Equipment that will accelerate Intel's entry into the market for information appliances. The new StrongArm chip uses half the power and runs almost three times as fast as the previous version. Intel has inked a series of acquisitions -- the purchase of Level One Communications (LEVL) is the most important -- that continue the company's march into the communications chip business. The company's reward for all this hard work? Intel's stock has tumbled 21% since April 26 and is now about 40% below its February 1999 high. I understand the reasons for this, but they are all short-term. June-quarter earnings look light. Daniel Niles of BancBoston Robertson Stephens sent the stock almost $3.50 a share lower by warning that Intel could miss analyst estimates by 2 cents a share. He cited price cutting by National Semiconductor as it quits the business, the continued erosion of margins as the market moves toward the sub-$500 PC and the normal difficulties of the June quarter. With the market in its current state of mind, those are powerful facts. Come September, I don't think anyone will care. ... ====================================================================== PB

To: Barry Grossman who wrote (83112)	6/9/1999 3:11:00 AM
From: greenspirit	Read Replies (2) \| Respond to of 186894

Barry and Intel friends, the most compelling site ever developed has been launched on the internet! :-) Move over Yahoo! <vbg> sites.netscape.net

To: Barry Grossman who wrote (83112)	6/9/1999 3:21:00 AM
From: greenspirit	Respond to of 186894

Barry, Article..Sigma Designs Demonstrates DVD Video for Intel In-Car Computing Platform at the Windows CE Developers Conference... June 9, 1999 MILPITAS, Calif.--(BUSINESS WIRE) -- Sigma's REALmagic Technology Included in Intel's Pentium(R) Processor-Based Car PC Platform Sigma Designs, Inc. (Nasdaq:SIGM), a recognized leader in digital video solutions for personal computers, today announced that it is demonstrating a reference platform for adding DVD playback to Intel's (Nasdaq:INTC) Pentium(R) processor-based auto PC development platforms at the Windows CE Developers Conference. Recognizing the increased interest in the Microsoft(R) Windows(R) CE operating system as a leading platform for innovation for digital appliances and embedded systems, Microsoft Corporation (Nasdaq:MSFT) is hosting the fourth annual Windows CE Developers Conference, with over 2000 attendees expected, at the Colorado Convention Center in Denver June 6-9. The Intel architecture-based auto PC development platform with Sigma's REALmagic DVD playback will be shown at Intel's Booth No. 321. "Intel's in-car computing development platform will enable OEMs to offer drivers and passengers with a wide range of applications. For the driver, these include navigation, traffic alerts, diagnostics, automated emergency (911) features, voice-activation, and hands-free telephony," said Patrick Johnson, director of Intel's In-Car Computing Operation. "The addition of Sigma Technology's DVD Video playback provides rear-seat passengers with the ability to watch movies and play the latest games." "Sigma Designs is pleased to work with Intel to bring high-quality DVD playback into the automotive environment. Our history of working with Intel to provide REALmagic EM8220 DVD decoder support for the Intel(R) 740 and 752 graphics accelerator chips provides a strong foundation for going forward with Intel's in-car computing initiative," stated William K. Wong, Sigma's vice president of marketing. The Windows CE Developers Conference is a forum for independent software developers and corporate technology professionals to receive the latest technical and marketing support information on the Windows CE operating system. More than 60 technical sessions will cover topics such as developing embedded systems with Windows CE. Windows CE powers devices from consumer appliances to business productivity tools and embedded systems. More than 100 hardware and software companies will demonstrate their Windows CE-based products in a trade fair during the conference. About Sigma Designs Sigma Designs entered the multimedia market in 1993 with products based on the MPEG (Moving Picture Experts Group) standard for compressing and decompressing digital audio and video signals. Since then, Sigma has been a driving force behind advancement of the MPEG technology used in most multimedia products on the market today. Sigma Designs' products include affordable MPEG video and audio decoding hardware. All Sigma Designs products are sold worldwide through a network of dealers, distributors, and original equipment manufacturers (OEMs). For additional information, call 800/845-8086 or 408/262-9003, fax 408/957-9740 or visit Sigma's web site at sigmadesigns.com.