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

To: Paul Engel who wrote (90660)	10/20/1999 4:26:00 AM
From: dmf	Read Replies (2) \| Respond to of 186894

Paul: RE: Microsoft Conference Call "I have NEVER HEARD such a high energy, high confidence Conference Call" Kinda makes you wonder where Ballmer has been while all this good stuff has been going on at MSFT? Maybe he just doesn't have a clue? Sorry, couldn't help myself! dmf

To: Paul Engel who wrote (90660)	10/20/1999 6:32:00 AM
From: Amy J	Read Replies (3) \| Respond to of 186894

RE: "Microsoft Conference Call " 1- Unearned revenue dropped? Due to what type of 1-time charges pertaining to employees? Did you catch that part of the explanation? 2- This is significant for Intel: "Enterprise market segment is growing faster than the departmental level." This implies acceptance at the high-end, where margins are better 3- My favorite quote was: "it eclipsed a Sun machine with Oracle." 4- The tone of the CFO, along with the two preceding quotes above, implies to me, Intel and Microsoft have an excellent opportunity on the high-end, at the expense of the aforementioned Mountain View company 5- I thought I heard him say something about $.03 up from the estimates could be possible, in response to a question? Did you hear him say, "I've seen your models, and they don't include" upside? from WinY2k, and he said this is good because it will take time for it to work into the channels... yet he said, "RTM is still 12/31/99" 6- He said... "laptops should immediately adopt the new OS, you won't see the usual delay with the laptop market" during this adoption 7- My interpretation of this the CC is: - Adoption could be faster than usual - Some solid signs of acceptance in the Enterprise market. This is good for Intel 8- PC demand strong 9- MS-Asia (revenue?) up 82% Everything sounds good for Intel too. I'll probably increase INTC & MS holdings. Amy J

To: Paul Engel who wrote (90660)	10/20/1999 6:57:00 AM
From: puborectalis	Read Replies (2) \| Respond to of 186894

More AMD melarchy...http://www.zdnet.com/zdnn/stories/news/0,4586,2376689,00.html