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

To: John F. Dowd who wrote (92229)	11/12/1999 1:22:00 PM
From: Brian Malloy	Read Replies (1) \| Respond to of 186894

Apparently Bear Stearns is rebutting some of Osha's comments and defending INTC. I think INTC learned a lot during the Pentium math debacle. They have quietly delt with the DOJ and FTC such that they have not been branded a monopoly like MSFT. So, I can only think that INTC having mature leadership will do and say the right things both now and in the future. I'm sure Paul will give his insight sometime today, he may be out watching Pokemon right now <ggg>. Also, I'm sure INTC will say something in the next few days (before the market opens Monday) and John Hull will post a link to the INTC statement. FWIW

To: John F. Dowd who wrote (92229)	11/12/1999 1:32:00 PM
From: carl a. mehr	Read Replies (1) \| Respond to of 186894

Doubting Thomas.. What are you talking about? Intel has never been stronger. I saw Paul yesterday. The future looks bright for all believers. A great buying opportunity. humble carl

To: John F. Dowd who wrote (92229)	11/12/1999 1:37:00 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

John, Where is Paul when all this garbage is being dumped. With all due respect, but when was Paul appointed Intel stock's official retort person whenever an analyst turns negative? Just yesterday, I saw that he predicted that INTC would probably not go below $0.00. I mean, I think that's the kind of response you're probably asking for when you ask 'where is someone', as if it were their job to always be here. I've personally been looking for a buying op for tech stocks in general, this plus Greenspan may just provide it. Tony

To: John F. Dowd who wrote (92229)	11/12/1999 1:57:00 PM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

John - Re: "Where is Paul when all this garbage is being dumped" This "Paul" has been on the phone with his broker, selling PUTS on Intel - to take advantage of the market reaction. Paul

To: John F. Dowd who wrote (92229)	11/12/1999 11:16:00 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: in a wringer with this 820 thing? ... Intel has gotten the 820 to work, at least with 2 RIMMS (from everything published). Here's a guess about what may be happening. The problem is Rambus cost. Yields are half of SDRAM and the chips are twice as big - then it costs more to test and package them. As a result, it costs an enduser $1,000 for a 128 meg Rambus module when the same size PC133 module is $225. Rambus edges out PC133 in some applications, but not nearly enough to make a 64 meg Rambus computer competitive with a 128 meg PC133 computer - which would still leave the PC133 system a lot cheaper, so that approach won't work. $750 is a big delta when the price of a middle to upper end PC is typically $1750 to $2500. Intel, Dell, and some others are willing to subsidize that $750 dollar difference on a few machines just to maintain the confidence of the markets - that were promised reasonably priced, high performance rambus machines. But nobody wants to subsidize millions of the things, which would cost billions of dollars. So expect a limited number of high profile shipments at subsidized prices, then a steady de-emphasis on rambus as real prices are rapidly put into place to keep losses down. The hope from rambus to be down to double the price by about mid 2000, and a 50% premium by the end of next year, from 4 times the price as it is now, but by then DDR will be all over the place. DDR should be quite a bit faster than rambus, but cost about the same as PC133. The name of the game now is to get out without undermining investor and consumer confidence in Intel. Carefully handled, it shouldn't be too difficult or expensive. Dan