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

To: Paul Engel who wrote (89296)	10/2/1999 9:19:00 PM
From: jmac	Read Replies (1) \| Respond to of 186894

I'm not sure i agree with the supply and demand argument. Folks were able to buy Intel based computers off the shelf too. That didn't say anything about demand for Intel chips. But, I do agree with your statement that prices will come down soon. They will as soon as Intel makes them drop prices. Intel has the pricing power not AMD and that's why AMD will never earn a profit. I am not a supporter of AMD at all. As for a company, I am amazed they lasted this long. But, IBM's Athlon based computer is a darn impressive machine for the price.

To: Paul Engel who wrote (89296)	10/2/1999 9:37:00 PM
From: Cirruslvr	Read Replies (2) \| Respond to of 186894

Paul - RE: "Then those AthFLAP machines must NOT be flying off the shelves after all - if you can just walk in and buy one. That tells me the demand is less than the supply." So that means that since I can purchase a PIII, Celeron, or K6-2 system off the shelf, "demand is less than supply"? "That tells me the AthFLAP prices will be coming down real fast - real soon." They have. Check out Pricewatch-it-drop (TM You). Athlon prices have fallen a LOT. But that is because 700MHz is about to hit the shelves (as you have said). I wonder if Intel will match the Athlon prices as they have with the PIII in the past two months, including a time when there was practically no supply of Atlons. Maybe Intel will wait until Cuontimemine comes out to lower prices because it will cost them less to make and won't effect them as much.

To: Paul Engel who wrote (89296)	10/2/1999 9:55:00 PM
From: Ibexx	Read Replies (2) \| Respond to of 186894

Paul and Intel investors: On Friday, October 2, Hans Mosesmann of Prudential issued a length research paper on SEMICONDUCTOR EARNINGS PREVIEW, SEPTEMBER 1999. The following is what pertains to INTC: ______ "We believe that Intel is set to beat our estimate of $0.57 (street consensus 0.57). Our recently revised revenue estimate of $7.5 billion assumes 28 million process units and an ASP of around $200 in the quarter. Intel continues to benefit from strong seasonal processor demand trends and increasing booking visibility, while it is successfully nabbing AMD's market share. While AMD's Athlon may have a performance edge to Intel's PIII, Intel is scheduled to launch 700 MHz and above coppermine 0.18 micron which should allow Intel to easily challenge AMD's current Athlon. The fourth quarter could be constrained by core logic chipset availability due to the Taiwan earthquake, however, we await a full assessment of the impact to Taiwan chipset suppliers (approximately 20% of the market). Y2K lockdown issues are a risk to the 4th quarter, but we have seen no evidence of this to date. Chances of PC inventory overhang in the first quarter of 20000 are reduced as a result of the Taiwan earthquake. We believe that the tone of the conference call will be upbeat and will emphasize robust processor demand driven by consumer seasonality. We reiterate our Strong Buy rating." _____ Ibexx PS: Sorry I cannot provide a link for the whole article.