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


To: valueminded who wrote (90117)10/13/1999 8:43:00 AM
From: MichaelW  Read Replies (2) | Respond to of 186894
 
Re: What do you think?

Possible 60's soon.

But still like Intel.



To: valueminded who wrote (90117)10/13/1999 8:48:00 AM
From: Glenn D. Rudolph  Read Replies (1) | Respond to of 186894
 
INTC: GRUNTAL reconfirms the recommendation as Strong Buy on
10/12/99



To: valueminded who wrote (90117)10/13/1999 8:51:00 AM
From: Burt Masnick  Read Replies (1) | Respond to of 186894
 
Chris - Take a deep breath. Good.

Intel screwed up the third quarter by:
Gumming up the Camino launch.
Gumming up the new multiway Xeon offering
Miscalculating on chip set demand

With all that they missed their bogey by $.02 per share. They GREW. They didn't grow as much as they anticipated and analysts anticipated.

Will they fix the Camino. Yup.
Will they fix the multiway Xeon. Yup.
Will they miscalculate on future chip set demand. Probably, but not as badly.

In the meantime they "suffered" a mere $1.9 Billion profit for the quarter. They guided toward higher margins and maybe even higher ASPs next quarter. Their investments in the comm area will start to kick in. What an unmitigated tragedy. Yeah, it's disappointing not to meet expectations. That is particularly true for a company with a remarkable record of getting things pretty consistently for that long a period. Is a bounce down in the stock price the logical result of this quarter's results likely. It's already happened and it's deserved. Is this the pattern for the future? I don't think so.



To: valueminded who wrote (90117)10/13/1999 9:45:00 AM
From: Diamond Jim  Read Replies (1) | Respond to of 186894
 
"What you all think?"
--
That you are short and are just another bearke clone.



To: valueminded who wrote (90117)10/13/1999 8:02:00 PM
From: Bill F.  Respond to of 186894
 
chris-now i see the light thank you for explaining it to me.i agree if it werent a cult stock it would be under 50 were iot was after q2 resluts.



To: valueminded who wrote (90117)10/13/1999 8:18:00 PM
From: Amy J  Respond to of 186894
 
Chris, RE: "What you all think ? ...excess supply"

I had heard the opposite.

RE "3. price pressures"

I had heard "more high-end products" will be sold in Q4.

RE: "4. amd has the lead"

"Lead" as defined by speed or quality?

Regards,
Amy J