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

To: SisterMaryElephant who wrote (85376)	7/13/1999 1:33:00 AM
From: Tenchusatsu	Respond to of 186894

<If he thinks that AMD is a strong buy, then Intel should also be a strong buy.> Tell that to Danny Boy Niles, who speaks of Intel in the bearish sense, yet speaks of AMD in the "make-or-break" sense. I think Tad's ratings speak in terms of valuation, in that AMD is undervalued, but Intel is overvalued to a certain extent. On the other hand, Tad did have a "strong buy" rating on AMD when it was at $27, and now it's at 17. Tenchusatsu

To: SisterMaryElephant who wrote (85376)	7/13/1999 3:04:00 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

RE: "If he thinks that AMD is a strong buy, then Intel should also be a strong buy." Steve, I believe he mentioned (on the AMD thread) Intel's large size mathematically works against the company, i.e. growth becomes harder for a larger company. He also posed a thought and questioned if the PC market was mature or if the software was behind the hardware (he didn't specifically discuss why he questioned this, but I suspect he may perceive the market wanting no more than static-versions of WW, XLS, PPT (and possibly perceives no significant invention of other CPU intensive apps) and on-ramps to the Internet which he appears to perceive will remain for some time as static graphics, not full-motion video, and he perceives consumer broadband will not happen for some time (which sounded like he was conceptually more focused on short-term consumer Internet needs, not Intranet.) The rating is probably too conservative on Intel's new initiatives, too conservative on the Server opportunity Intel has, maybe a bit too focused on the near-term consumer market, and appears to be overly optimistic on AMD's potential impact in the Server area (although, he did acknowledge AMD is a risky investment.) In my opinion, Intel is a solid buy over the long-term. Regards, Amy J

To: SisterMaryElephant who wrote (85376)	7/13/1999 11:08:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Steve, Re I can understand how someone can like AMD, but where analysts like Tad completely weaken their position is that they see AMD's success at Intel's expense ( he has a HOLD on Intel, I believe ). I just can't see how this can happen. I can see success for AMD coupled with great success for Intel. I can also see success for Intel and failure for AMD (status quo). But there is no way that Intel will somehow "fail" and not take AMD down with it(big time, IMO). Clearly of all the "possible" scenario's, Tad has chosen the most unlikely one. This, IMHO, weakens his whole analysis. If he thinks that AMD is a strong buy, then Intel should also be a strong buy. Call it Jack vs. the Giant in Jack and the Beanstalk, or David vs. Goliath fandom. Some like to find overwhelming underdogs and root for them, even with their wallets. Maybe they take pleasure in believing they've found something no-one else has. I personally despise throwing away earned money (or any other kind, for that matter). Tony

To: SisterMaryElephant who wrote (85376)	7/13/1999 2:34:00 PM
From: Paul Engel	Respond to of 186894

Steve - Re: "Clearly of all the "possible" scenario's, Tad has chosen the most unlikely one" Tad is just some guy trying to make a buck, peddling whatever predictions he can for whatever reasons. He has no reasonable insight - except that he generally yells SELL when a stock is near its' highs and yells BUY when a stock is near its lows. His love of AMD , however, appears to be a reflection on his ingrained jealousy of successful companies such as Intel - and AMD is his vehicle to bring Intel down to his losing level. Paul