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

To: The Phoenix who wrote (90047)10/12/1999 9:41:00 PM
From: SKIP PAUL  Read Replies (1) | Respond to of 186894
 
Why Intel is a great innvestment IMO:

Intel is one of the most profitable companies in the world In the last quarter they generated $3.7 Billion in profit before depreciation and taxes.

They are in a fast growing near monopoly business

They are entering into fast growing high margin business vis a vis communication chips (a la Broadcom), Web hosting etc

Huge shortage in high end chip manufacturing capacity

Lowest cost chip manufacturer in the business (60% gross margins and going up next Q).



To: The Phoenix who wrote (90047)10/13/1999 8:28:00 PM
From: Amy J  Read Replies (1) | Respond to of 186894
 
RE: "No Y2K coverage in the call or in the report."

Gary,

During the CC, Paul O actually did cover Y2K.

He explained they are seeing both trends from customers (i.e. those who increase their purchasing before Y2K and those who increase their purchasing after Y2K) with the net effect being normal seasonal growth. (i.e. the two trends, which are opposites, are currently balancing each other out.)

Regards,
Amy J


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