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

To: Chris Carlson who wrote (86200)	7/27/1999 2:38:00 PM
From: jmac	Read Replies (3) \| Respond to of 186894

You're not missing a thing. These analysts are really something else. I sure wish I could rake in the bucks for giving advice of the quality that they do. I am positive on INTC. I think it is in the very early stages of a 1-2 year run. It's about time. We'll get set-back every now and then and that's why I won't play it with short-term options. I'm in 2001 leaps. they offer great value. My biggest disappintment has been with the performance of DELL stock (not DELL the company). They are moving on all cylinders and then some. The pissed off the Stret two quarters ago and haven't been forgiven since. GTW is doing better than DELL (stockwise) and that just doesn't make any sense to me. CSCO is a puzzlement too.

To: Chris Carlson who wrote (86200)	7/27/1999 3:06:00 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

chris, >>>if I read Peck's numbers correctly, he is basically saying that Intel will see no growth in the third and fourth quarters from a year ago. So he issues an upgrade? What am I missing here? There is a logical piece that seems to be absent from his analysis. <<< According to Peck, ASP is falling and can't get up. Free PC's are destroying demand in US consumer market. Why should anyone buy a PC when all they want to do is use free email and occassionally visit the Internet and when they are getting PC's for free (that is synonymous with no charge). With the fundamentals being so terrible, Intel is still one of the most profitable companies (top 5) on earth. The logic has to be that things can't get any worse and they have to get better. That is the reason for the upgrade. Mary