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

To: Paul Engel who wrote (87746)	9/4/1999 3:40:00 PM
From: Fred Fahmy	Read Replies (1) \| Respond to of 186894

Paul, Re: "Expectations are getting too high!" I agree. I'm not going to complain <gg>, but my year END target for INTC was 80. After spending so much time undervalued, it is nice to see it fairly valued, if not ahead of itself. At any rate, the fundamentals remain strong and the future looks good. I think we both agree that in the bigger scheme of things it is totally irrelevant whether INTC is currently trading in at 70, 80, or 90. What is important is INTC's long term future prospects...which IMO are better than ever. Good luck to all, FF

To: Paul Engel who wrote (87746)	9/4/1999 10:39:00 PM
From: Felix Appolonia	Read Replies (1) \| Respond to of 186894

Paul-Intel will have a 7.1 percent stake in Immersion Corp. Do you think this may be another "Red Hat" type deal ? Thursday September 2, 11:02 am Eastern Time "Feel technology" company Immersion files for IPO By Peter Ramjug WASHINGTON, Sept 2 (Reuters) - Immersion Corp., whose ``feel technology' brings life-like sensations to computer mice and joysticks, said it plans to raise more than $53 million in an initial public offering of common stock. ``The vibrations of turbulence in flight, the impact of a bat against a ball and the rumble of a powerful engine are examples of sensations that our technology allows software developers to simulate and users to feel,' the company said. ``The result: more realistic and compelling games,' added Immersion, founded in 1993 to develop technologies that help improve human-to-computer interaction. Immersion's feel technology includes a combination of sophisticated hardware and software designs for which the company holds 33 U.S. patents and has more than 100 more patents pending in the United States and abroad. Immersion currently licenses its technologies to companies like Logitech International SA (Nasdaq:LOGIY - news) and Microsoft Corp. (Nasdaq:MSFT - news), and its objective is to make feel as common as graphics and sound in computers. ``While most modern computers realistically present information to the senses of sight and sound, they still lack the ability to convey content through the sense of touch,' said Immersion, which is headquartered in San Jose, Calif. Immersion did not say, in its preliminary prospectus with the Securities and Exchange Commission filed on Wednesday, how many shares are in the IPO, their projected price range or other details. The $53 million figure was used solely to calculate the SEC registration fee, the company said. Immersion is expected to amend that figure and include details of the IPO in subsequent filings. The company has applied to trade the shares on Nasdaq under the symbol (Nasdaq:IMMR - news), and the underwriters are Hambrecht & Quist, Bear Stearns, and BancBoston Robertson Stephens. Immersion, which has incurred losses in every fiscal quarter since 1997 and expects losses through at least 2000, said it plans to use the net proceeds from the offering for general corporate purposes, including working capital. Major shareholders in the company include Logitech, with a 10.8 percent stake, and Intel Corp. (Nasdaq:INTC - news) with 7.1 percent, according to the SEC filing.

To: Paul Engel who wrote (87746)	9/5/1999 8:49:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Paul, re:expectations are too high. I think part of the recent increase in valuation is due to 2 significant news events: MHZ performance of Coppermine and working Merced silicon. IMO, this takes a lot of the uncertainty out of Intel's future revenue stream, and valuations go up accordingly. Plus, short-term, business looks good. That doesn't hurt either! joey

To: Paul Engel who wrote (87746)	9/6/1999 7:21:00 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Paul, It appears Intel is on a run not unlike April '96 through Jan '97. You can only sit back and enjoy it, knowing that the stock may be flat for long time as the companies performance catches up to its valuation. John

To: Paul Engel who wrote (87746)	9/6/1999 3:16:00 PM
From: Gerald Walls	Read Replies (3) \| Respond to of 186894

I thought Intel was fine at $83 - then it jumped to >$85 on Thursday and jumped again to $89 5/16 on Friday. I have some ZNLAL's (INTC Jan 2001 60 Calls) that I bought back on 6/4 at 11-3/8 that have basically gone straight up (36-3/8 bid on Friday). I originally bought these as a longer term investment but with their performance I'm thinking that it may be smarter to take profits and buy a different series later. There's no way that INTC can keep up the recent ballistic performance for much longer. Any opinions?