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To: Apollo who wrote (8493)	10/19/1999 10:53:00 AM
From: unclewest	Respond to of 54805

stan, there have been several reports quoting craig b. "camino will ship 4th q" i believe we get carmel with dual channel rmbs next monday. camino will follow either around nov 5 or 15. jmho. intel briefing wholesalers tomorrow on chipsets and processors. wholesale channels indicate cumine and 840 chipset(carmel) available oct 25. 820 chipset(camino) shows on nov 5 and 15th depending on who you ask...so pick a date. uw i have owned q for 4 hours and made 12 points. my safety play purchase yesterday was bac +5. i love cnbc and all their bs.

To: Apollo who wrote (8493)	10/19/1999 11:03:00 AM
From: StockHawk	Read Replies (2) \| Respond to of 54805

OT - a comment on Wall St. analysts and PFE Sometimes a stock price can move based on events that come up unexpectedly, like an earthquake, but other times stock prices can move based on events that everyone should be able to see coming. Everyone is familiar with Viagra. That drug was introduced by PFE in the 2nd quarter of 1998. The news-driven frenzy surrounding that introduction was incredible and sales of the product soared. Wholesalers and retailers had to stock up on the new drug and many customers sought to try it. Obviously the stocking of the channel and the curiousity of many for a novel item impacted sales. It would seem that common sense would tell anyone that a sales comparison between the 2nd quarter of 1998 with the 2nd quarter of 1999 would show a slowdown in growth. Yet when PFE mentioned this obvious fact earlier this year the stock took a big hit as analysts revised opinions and reconsidered PFE's potential. The next chapter is that, of course in the 3rd quarter of 1998 sales of Viagra leveled off. Wholesalers and retailers had plenty of product and demand was leveling off. They were able to reduce inventories to more normal levels as the frenzy over the drug abated. Today PFE announced 3rd Q. 1999 results, and not too surprising, Viagra shows big growth (77%) compared to depressed levels in the 3rd Q. 1998. The stock is up and the Viagra growth is being mentioned in headlines. Can the analyst upgrades be far behind? It would seem that neither the 2nd or 3rd Q. 1999 comparisons should have surprised anyone. Am I off base, or are some of Wall St.'s finest not delving deep enough into the companies they follow? (And doesn't that give us a nice advantage!) StockHawk

To: Apollo who wrote (8493)	10/19/1999 11:28:00 AM
From: unclewest	Respond to of 54805

When did Intel indicate Camino to come out this qtr? just remembered...it was during intel's conference call a few days ago. the troubling part of the story for me is that the mfrs (except toshiba) have quit producing. when samsung, nec, lg, hyundai etc, start announcing production it will indicate that they are getting oem orders...that seems like a very safe place to buy more rmbs imo. the gorilla intc looks pretty compelling right here. intc does well with or without rmbs.