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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (64323)	7/10/1999 5:43:00 PM
From: Joan Osland Graffius	Read Replies (1) \| Respond to of 132070

MB or anyone, >>6. Weakness in business PC demand in Western Europe and the USA. Siemens computer sales would be a good indicator of demand in Western Europe. Does anyone have any information on how they are doing with their revenues and profits? Joan

To: Knighty Tin who wrote (64323)	7/10/1999 6:14:00 PM
From: Joan Osland Graffius	Read Replies (3) \| Respond to of 132070

MB, >>4. He sees a big drop in sequential sales for Intel, with a million fewer parts and ASP off about 4%. The internet investments and the year over year comparisons will cover the obvious trend. The $800 million or so plunge in revenues per quarter since December will be the largest in Intel history. This monopoly must have some competition.<ggg> On the serious side of the equation, I have an electrical engineering advisor that believes Intel has not developed a crack manufacturing process technology group. This makes some sense because if a company is a monopoly in their business area this process is not required to be the "best that they can be". I saw evidence of this in the last few years with product push-outs, delayed deliveries and quality problems. It is my opinion that their margins should be expanding instead of contracting if they were real experts in this area. If this conjecture is correct Intel will have to pay attention to this area or the world is going to get more difficult very fast. Joan

To: Knighty Tin who wrote (64323)	7/10/1999 8:25:00 PM
From: Fred Fahmy	Respond to of 132070

<The $800 million or so plunge in revenues per quarter since December will be the largest in Intel history.> This is yet to bee seen, but even if it is true it will be the largest Q2 revenue in Intel's history by $400 million. Intel's Q2 earnings will also be a record by a wide margin. FF

To: Knighty Tin who wrote (64323)	7/10/1999 8:41:00 PM
From: PaperChase	Read Replies (1) \| Respond to of 132070

>>3. Half of all Americans would fall behind on their bill payments if they were unemployed for even 3 months.<< So what? We are essentially at full employment. That bill paying statistic has been around for over 10 years, thru recessions and expansions. How come no one challenges the bears on these silly statements?

To: Knighty Tin who wrote (64323)	7/10/1999 10:08:00 PM
From: Dushyant Narayen	Read Replies (1) \| Respond to of 132070

Michael - This is almost the most bullish I have seen you in a while, if you are really light on puts and even expect Dell to come out with good numbers. Again, if this quarter's numbers aren't going to do it, by all accounts the rest of the year should even get better - Same question - what do you expect to be the catalyst that gets things going down - earlier you had said that it would be Intel next week but sounds like you are going away from that - Regards, DN

To: Knighty Tin who wrote (64323)	7/10/1999 10:19:00 PM
From: Don Lloyd	Read Replies (1) \| Respond to of 132070

MB - Message 10457474 May PC unit retail sales up 35% over April? Regards, Don

To: Knighty Tin who wrote (64323)	7/10/1999 10:45:00 PM
From: Merritt	Read Replies (1) \| Respond to of 132070

MB: <<<2. He quotes a London School of Economics survey where 650 CEOS of blue chip cos. discuss IT's contribution to the bottom line. 25% think it makes a large contribution. 75% are right. <g>>>> I don't know about that <g>...it may be that 162, or so, of those companies surveyed were directly involved in IT or related markets.<g>