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

To: Paul Engel who wrote (87235)	8/26/1999 1:41:00 AM
From: puborectalis	Respond to of 186894

Popular By Eric Hausman New York 8:50 AM EST Wed., Aug. 25, 1999 Intel Corp. remained the most shorted stock on the Nasdaq market, but the overall number of shorts in the company declined over the past month. As of Aug. 13, there were more than 40 million short position in Intel, down 6 percent over the previous month. But Intel was still the leader in shorts among stocks traded on Nasdaq, according to the latest information released by the exchange. Taking a short position in a stock is similar to betting the stock will lose value. Only stocks listed on Nasdaq are part of the latest short interest data. Cisco Systems Inc. remained in the No. 2 spot, with just over 33 million shorts, although Cisco's short interest also declined, by 9 percent. Microsoft Corp., which was the third most shorted stock last month, saw short interest decline 23 percent to just under 25 million shorts. Microsoft currently sits fifth overall on the Nasdaq short interest list. Dell Computer Corp. ranks third on the current list, with 29 million shorts, down 8 percent, while MCI WorldCom Inc. is next, with just under 26 million shorts, a 2 percent rise. While many of the most popular shorts saw declining positions over the past month, short interest in Qwest Communications International Inc. rose 12 percent to 15.6 million, while shorts in Qualcomm Inc. increased 11 percent to 16.7 million. Among other heavily shorted stocks, Compuware Corp. shorts surged 114 percent to 7.9 million, while Yahoo Inc. shorts declined 28 percent to 7.3 million. In the channel, shorts in Tech Data Corp. jumped 15 percent to 1.8 million, while shorts in MicroAge Inc. inched up 4 percent to 201,296. Short interest in Merisel Inc. dropped 14 percent to 130,215, but short interest in En Pointe Technologies Inc. increased 8 percent to 98,762. There were 24,329 shorts in CompuCom Systems Inc., down 42 percent, and 88,683 shorts in Pomeroy Computer Resources Inc., up 30 percent.

To: Paul Engel who wrote (87235)	8/26/1999 2:29:00 AM
From: Pigboy	Read Replies (2) \| Respond to of 186894

OT hey Paul, check in here from time to time to see your excellent posts. i wanted to try to possibly play AMD as a stock on the long side (not because I like the company, but rather on the silly perception they have a chance against Intel) and wondered when (what Q?) do you think the A THONG CPU was going to be shipping more than AMDs other chips? Also, with Future I/O and NGIO in some sort of a tussle, do you think this affects Fibre Channel on the storage side at all? I have been watching the Fibre Channel phenomena (BRCD, ZOOX, EMLX, ANCR, QLGC, etc.) this year and it is quite bewildering. cheers, pigboy

To: Paul Engel who wrote (87235)	8/26/1999 8:42:00 AM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: Hasn't Intergraph heard of the wonderful and far superior ATHLON Workstations need floating point, and Athlon has floating point. There is a move in workstations towards NT due to costs and compatibility. However, most of the units we (at least, and, I think, most others) purchase that can fairly be called workstations are dual processor. If AMD does ship its dual processor chipset before the end of the year, they will probably take over most of the X86 workstation market very quickly, unless Intel has radically improved its floating point performance by then. Under these conditions, the workstation market will almost certainly embrace Athlon over the next 2 quarters. Dan