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

To: KeepItSimple who wrote (85606)	7/14/1999 6:48:00 AM
From: amic	Read Replies (2) \| Respond to of 186894

The days of 800 dollar mainstream CPUs are over, along with the obscene profit margins that drove Intel to these lofty market cap heights Well KIS, time to wake up. 1) $800 mainstream CPU is indeed over, Intel know that. As a matter of fact, they know it better than anyone else. 2) Intel margins tend to increase these days because they pursue aggressive cost control, not decrease. 60% planned for Q3, sounds lovely to me. Who is surprised here that Q2 has been a tough one? Not anyone who follows the company and the industry seriously. Plus remember. They haven't figured out how exactly yet, but Intel's top management vision is that CPUs will only account for half on Intel's business in the mid term (2005 or so). Just look at the number of acquisitions they have made recently, and think about how much cash they have to buy further. Then just imagine they have the same success in these new businesses as they have in CPUs. I have no reason to doubt they will. And you are still wondering why we are bullish?

To: KeepItSimple who wrote (85606)	7/14/1999 9:29:00 AM
From: Tunica Albuginea	Read Replies (1) \| Respond to of 186894

Keep ItSimple: let's keep it simple: Do you think INTC,s PE should be revised upwards to .... 50? if AMD goes out of business? The situation is quite simple here and I am amazed more people haven't thought about it,<vbg>: The plan is simply twofold: a)to put AMD out of business. b) not ot let uncle Sam in your plan. A could have been done 2 years ago, except for b), so INTC had to go slow on it. So INTC is cutting prices less than it could so as not to arise suspicion. So far NAT Semi is out of biz. AMD is hemorrhaging and is approaching the last spasms: techstocks.com the trend is definitely towards the grave IMHO TA EXPECT SHAMELESS PIMPING BY ANALYSTS TOMORROW AS THEY TRY TO EXIT THEIR INTC POSITIONS ALIVE. > Every indexer or closet indexer is up to his neck in Intel and dare not get out. Which is why the term "whisper number" was never uttered on CNBC yesterday after intel released the numbers. As in "intel not only missed the estimate, they totally missed the whisper number" Every single analyst/broker/pimp who appeared on CNBC was smiling and saying Intel was the greatest thing since sliced bread. Thestreet.com is GUSHING about intel, all over the front page in bold letters. All the articles basically say the same thing: "Well, we didnt really predict this, but we figured it was possible, and actually, we think it is a good thing! Because, well, what are a few silly little cents between friends, really? Who can understand all that technology and finance mumbo jumbo anyway?" (hey vinnie! 50,000 at the market, dump it now!!) "Yes. Keep buying INTC. We still rate it as a super strong buy." (i dont care! just get rid of it!) "We'd recommend that widows and orphans buy it. Heck, I'd recommend it to my own mother." (I dont know, buy a few thousand shares on instinet and try to convince the retail investors that the stock is actually going up tomorrow, do whatever it takes!) What do they all have in common? They all got caught by surprise, but they own so much INTC that they'll be crushed if INTC declines like compaq did when it announced it would miss the numbers. Expect nothing but shameless pimping tomorrow, as all the big brokerages and funds try and dump shares into the market. The days of 800 dollar mainstream CPUs are over, along with the obscene profit margins that drove Intel to these lofty market cap heights.

To: KeepItSimple who wrote (85606)	7/14/1999 9:33:00 AM
From: Diamond Jim	Respond to of 186894

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