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To: shane forbes who wrote (19360)	7/19/1999 5:55:00 PM
From: shane forbes	Respond to of 25814

and the rest got cut off ('broken pipe'): Intel's 3-7 year success will depend squarely on selling MPUs to customers who have to buy them to take advantage of the loads of information being piped through the very fat pipes. If AMD or whoever else fails and Intel is all alone they will rake in the dough. For their size I don't think they will quite reach 5-10% of the next few years revenue by combining all their revenue contributions from their acquisitions the last few years. Are their acquisitions past the 1 billion mark in revenues now? Probably not. And 1 billion is a big number but by Intel's 26 billion it is not exactly large. 4%. That's the problem. ----- Anyway on the face of it IBM did quite well with good rev. growth and MSFT as usual came through (hard to see them not coming through with all the cheap hardware being produced and all the MSFT software that goes into it) and Briefing.com's short stories has one company after another beating expectations quite solidly in their after hours listing - reading from oldest to earliest past 4:00 I see 16 companies beating expectations, 2 in-line, 4 (?) more beating, 1 more in-line, 3 beating, 5 more in-line. That is the total per that page today so far is 23 beating, 8 in line and 0 failing to meet expectations. This is good. I can't recall a time in their listings when I have seen such a long string (16) of companies 'beating expectations'. -----

To: shane forbes who wrote (19360)	7/19/1999 6:27:00 PM
From: sea_biscuit	Read Replies (1) \| Respond to of 25814

Now ask yourself why Intel is going after low margin markets ? That is the question of the day. I notice that there is generally a reluctance to face the above fact or answer the question that you have raised. And that, in a nutshell, is the "intelligent" investor's undoing. Please note that I am not saying for sure that Intel is going to go to be a poor investment (in comparison to the S&P 500) in the future. However, if it begins to falter, its weighting in the index will be ruthlessly trimmed down and the index fund will scale back its investment in the company accordingly. In contrast, the "intelligent" investor, looking at the rear view mirror (of course, he may make seemingly brilliant arguments that he is looking into the future, is knowledgeable about the technology, knowledgeable about the company, yadda yadda yadda... but what he is really doing is plain ol' looking into the rear-view mirror!), thinks that he knows more than the market and sticks on with the investment. And therein lies the clue as to why the vast majority of "intelligent" investors generally underperform the indexes...

To: shane forbes who wrote (19360)	7/19/1999 10:02:00 PM
From: Jack Whitley	Read Replies (1) \| Respond to of 25814

<<Intel's problem is that there isn't one. The 'Internet' is huge but it is not monolithic.>> CDMA. I rarely see it mentioned on this board with respect to LSI, and I read every post. What does Intel have to offer here? What if they wanted to quickly get into CDMA? If "the network is the computer", and the network is moving relentlessly to wireless CDMA standard, what resources does Intel have to begin participating quickly ? jww