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

To: Process Boy who wrote (89088)	9/29/1999 9:34:00 AM
From: Robert Douglas	Read Replies (1) \| Respond to of 186894

PB and all, Bear Stearns' comments on Intel this morning: Key Points A story leaked late last night indicated that Intel has discovered a flaw in certain configurations of its 8-way server technology using 550 MHz Xeon processors. We believe investors are likely to react negatively to this in light of the highly publicized delay in the 820 chip set for PCs announced earlier this week. We believe the financial impact of the latest technical bug is very slight, possibly negligible. Only a very small number of possible configurations are affected, and Intel customers will continue shipping 8-way server configurations. 8-way servers represent a very small percentage of Intel-based server shipments - we estimate that well over 90% of Intel-based server shipments are 2-way and 4-way configurations. We think Intel will be able to develop a work-around within a relatively short period of time (a few weeks). We note that bugs are exceedingly common in complex systems such as multiprocessor servers. We believe investors will view the news of the 8-way Xeon server bug as incrementally negative, and we would not be surprised to see the stock weaken because of it. The bug will likely result in a slightly smaller number of 550 MHz 8-way Xeon servers shipped during the fourth quarter. This can be added to the list of factors that might contribute to, modest sequential fourth quarter unit and revenue growth, including weaker corporate PC demand, the Taiwan earthquake, and the delay in the 820 'Camino' chipset. We would use any weakness in the stock as a buying opportunity. We believe the stock price already reflects diminished expectations for the fourth quarter. Our investment thesis on Intel is predicated on the earnings growth prospects for the company in 2000 and 2001 as it benefits from a strong PC market improved product mix, lessened competition and declining costs. We maintain our EPS estimates of $2.30 and $2.75 for 1999 and 2000, respectively. We maintain our 12-month target price of $ 100.

To: Process Boy who wrote (89088)	9/29/1999 10:07:00 AM
From: JDN	Respond to of 186894

Dear Process boy: Why, cause people in Calif. have a death wish. I would too if I had to pay their taxes. haha. Funny you mention NORAD thats exactly the place I had in mind. Or maybe something in Nevada where taxes, licenses EVERYTHING is far cheaper than CALIF. Heck, thats the whole point of offsite computing doesnt matter WHERE you put it. jdn

To: Process Boy who wrote (89088)	9/29/1999 12:41:00 PM
From: Ibexx	Read Replies (2) \| Respond to of 186894

PB: OTOTOT California quakes N. California just had one this morning: wwwneic.cr.usgs.gov (Near real-time earthquake bulletin: courtesy of F.Lund of DELL thread) Ibexx

To: Process Boy who wrote (89088)	9/29/1999 1:45:00 PM
From: nihil	Respond to of 186894

I suspect a handy pre-owned building.

To: Process Boy who wrote (89088)	9/29/1999 6:04:00 PM
From: Gerald Walls	Read Replies (1) \| Respond to of 186894

Why would millions of people want to live on fault lines? Did you know that both Portland and Seattle in the Pacific NW have tons of fault lines? Can't get away from them. They don't seem to be as active as some in Ca. , but the historical record shows Magnitude 8's are very common in the area. One could go to the Midwest, except for that pesky New Madrid fault near St. Louis that rang church bells in Boston and cause the Mississippi and Ohio Rivers to flow backwards for a few days in the early 1800's. If it happened today major cities would be wiped out and tens of thousands could die. wreg.com ceri.memphis.edu The great New Madrid earthquake of 1811-12 was a series of quakes that happened over a three-month period. The main shocks, the three largest earthquakes, were estimated to be greater than magnitude 8.0 Aftershocks included two events around magnitude 8.0, five magnitude 7.7, ten magnitude 5.3, and eighty-nine estimated at magnitude 4.3. The entire fault system is believed to have ruptured in this series of earthquakes. Aftershocks were felt in the region for more than a year. This was the largest release of seismic energy in the continental United States. The only other larger event was the Great Alaska Earthquake, in 1964.