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

To: Burt Masnick who wrote (87580)	9/1/1999 12:51:00 PM
From: Nevin S.	Respond to of 186894

From CSFB: 9/1/99 September 1, 1999 - 8:02am CREDIT SUISSE FIRST BOSTON CORPORATION First Edition (AS OF September 1 1999) Intel Corporation (INTC, $82.19, BUY) Target (12 Months): $100 IDF Call To Action: Enable The Internet Infrastructure. Intel's developer conference is focusing on key product features necessary to upgrade the internet infrastructure to handle billions of connected computing devices - including communications, user-friendly PCs, digital monitors, and mobile devices. As mentioned in our 8/30 First Call, Coppermine will be introduced in late October, with a 700-MHz+ version for desktops, but a push out of 600MHz laptops until January. On the high end, Merced is on track while the sheer number of internet servers needed offers huge potential for INTC; but Intel's chipset and Rambus roadmap still leaves us with more questions than answers.Intel reaffirms its role in the Internet infrastructure expansions. Maintain BUY rating and 12-month price target of $100. Annual EPS 12/00E $2.66 12/99E 2.31 12/98A 1.77

To: Burt Masnick who wrote (87580)	9/1/1999 1:52:00 PM
From: GVTucker	Read Replies (1) \| Respond to of 186894

Burt, RE: I can see a lightbulb beginning to go on in Dan Niles head that is saying something like "Oh - just knowing the numbers for the current quarter isn't the entirety of pricing equities. Reasonably realistic future prospects also figure in. As long as Niles is so amazingly (and suspiciously) accurate in his quarterly earnings and revenue estimates, his investment rating of Intel is almost irrelevant. His main customers (i.e. the ones that generate the commission $ for his firm) never pay attention to his ratings anyway, they do that for themselves. Niles will continue to be a valued data source, and will be viewed prominently no matter how bad his recommendations are.