Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: kash johal who wrote (80752)	11/22/1999 6:52:00 PM
From: Cory Gault	Respond to of 1585134

Kash: Couldn't agree more....I think both companies are a screaming buy at this point and that demand is through the roof. I also think Q1 2000 will be huge for Intel as corporate buying should accelerate at that time. CG

To: kash johal who wrote (80752)	11/22/1999 10:51:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1585134

Kash, <It is difficult to see how they fail to beat expectations while incrasing units and prices. > I think the answer depends on speed mix. My understanding is Intel is doing most of the business in 500s and 550s. If they are shipping mostly 550s and the Dan Niles scare scenario (y2k effect showing up December) does not come to pass then they will meet or beat the expectations. Otherwise watchout below. IMHO, Intel chances of meeting or beating consensus are no better than 50-50 at this point in time. We should have a much better idea after the Dec 12 price cuts. Chuck P.S.: I also believe prices on Celerons were cut in November for OEMs but were held back for retail. The real question in my mind is how much of the low-end business did Intel say "no" to. Emperical data suggest that Intel was pretty successful in moving customers to the high end but the impact is tough to tell because unlike the high visibility retail SKUs we get to see very little of what is being procured by corporations.

To: kash johal who wrote (80752)	11/23/1999 2:15:00 AM
From: tejek	Respond to of 1585134

OT Kash, this one is for your Dell portfolio! ____________________________________________________________ Dell to Sell Research in Motion's Handheld Device Waterloo, Ontario, Nov. 22 (Bloomberg) -- Research in Motion Ltd. said Dell Computer Corp., the No. 1 U.S. maker of personal computers, will sell the Canadian company's wireless e-mail device from next week. Dell will sell Waterloo, Ontario-based RIM's BlackBerry electronic organizer to its customers starting Nov. 30. Research in Motion surged as much as C$14.60 (US$10) to C$92 before falling to C$77, C$3.40 below its opening price, at the end of Toronto trading. ``This is an incredibly significant deal for Research in Motion,' said Howard Lis, an analyst at Griffiths McBurney & Partners in Toronto. ``A Dell deal really puts a 'tier-one' stamp of approval on the company and its technology.' The Intel 386-based BlackBerry wireless device includes Microsoft Corp.'s Exchange software, enabling users to send and receive e-mail over the Internet without using telephone lines. Small handheld units made by RIM are expected to rival personal computers as a way to gain access to the Internet. Lis said that relationship could lead to Dell buying a stake in the Canadian company. Griffiths McBurney is raising its target price on the stock from C$90 to above C$100, he added. ``What's the value of wirelessly enabling Dell Computer and their products?' Lis said. ``The Fortune 1000 (companies) buy from Dell. They're the best distribution channel one could dream of.' Lis said the afternoon drop in the company's share price means sellers were being shortsighted. ``This creates a buying opportunity, as far as I'm concerned,' he said. Research In Motion products are already sold by large wireless companies such as BellSouth Corp. and SkyTel Communications Inc. Lis said he believes Research in Motion is in talks to create an alliance with a major Internet service provider, such as America Online Inc., the world's largest. Among stocks on Canada's TSE 300 index, only Chinese- character software maker ZI Corp. has beaten RIM's more than sixfold increase this year. Nov/22/1999 16:26 For more stories from Bloomberg News, click here. (C) Copyright 1999 Bloomberg L.P. Any redistribution of Bloomberg content, including by framing or similar means, is expressly prohibited without the prior written consent of Bloomberg L.P. Any reference to the material must be properly attributed to Bloomberg News. The information herein was obtained from sources which Bloomberg L.P. and its suppliers believe reliable, but they do not guarantee its accuracy. Neither the information, nor any opinion expressed, constitutes a solicitation of the purchase or sale of any securities or commodities.(C) Copyright 1999 Bloomberg L.P. BLOOMBERG, Bloomberg News, Bloomberg Financial Markets, Bloomberg Television, Bloomberg News Radio are trademarks, tradenames and service marks of Bloomberg L.P.