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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: heraclitus who wrote (72118)	12/20/1999 10:43:00 AM
From: Earlie	Read Replies (1) \| Respond to of 132070

HJS: LOL! Probably require a splitting of the stock. (g) To be serious, while I don't suggest putting INTC yet (right after Christmas looks more appropriate), the baloney these guys have got away with over the last few quarters is not likely to cut it in the coming two quarters, as it is simply too big a mess to cover up, even with unique accounting and the selling of net stocks. Intel's basic business is and will remain micros, and this has become a nasty, price-based (price war based would be better) commodity scene. AMD's excellent new product offerings are really starting to have impact at the top of the market , and the Taiwanese are ramping at the bottom end. Meantime the overall micro-processor pie IS NOT GROWING, which means that prices will continue to shrivel. The exodus of business from PC buying is the big factor that exacerbates an already nasty PC situation. INTC is priced for a rosy future, which is certainly not justified by anything I can see out there. Of course Paul may be able to illuminate the bullish case, which I invite him to do. Best, Earlie