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

To: Mary Cluney who wrote (92602)	11/16/1999 3:55:00 PM
From: Michael Bakunin	Read Replies (1) \| Respond to of 186894

Still trying to pick my rumor; I have reported the positive whispers along with the negative ones. Intel's truly impressive past profits are worthless to you today. INTC stock represents a claim only on future earnings and present assets. Have you got any input on either? I'd love to hear it. -mb

To: Mary Cluney who wrote (92602)	11/16/1999 5:39:00 PM
From: f.simons	Read Replies (2) \| Respond to of 186894

>>Intel can't seem to do anything right with and your friends on the Michael Burke thread. Either they're struggling to produce them fast enough to meet rising demand or they are struggling to hide excess inventory in the channels as Earlie has been reporting for the last several years to support Michael Burke's theory about Christmas lies .<<< I am long Intel big time, and have been for years. But it does seem that Intel's now-admitted inability to meet current demand for their high-end CuMines opens a window of opportunity for AMD's Athlon. Why can't we admit that? Whether AMD can take advantage of the situation is an entirely different issue.

To: Mary Cluney who wrote (92602)	11/16/1999 6:46:00 PM
From: Harry Landsiedel	Read Replies (1) \| Respond to of 186894

Mary Cluney. Re: "their after tax annual income of about $7B suggests that they must be doing something right. Doesn't it?" How true, but not as much fun as bashing Intel. According to Value line, Intel's total 5 year return was 876.7%, compared to 107.6% for the Valueline Arithmetic index. (AMD's 5 year return was -42.2%) The part of the article that peaked my interest was, "Everybody wants more," Gelsinger said. "We are meeting all of our backlog commitments to customers; we can't satisfy all of their upside requests." This is consistent with the guidance when earnings were last announced. Somebody said that business was pretty much what was expected, but demand was greater than expected. Once again the demise of the PC business has been much exaggerated. HL