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

To: Proud_Infidel who wrote (95478)	1/9/2000 5:36:00 PM
From: Haim Barad	Respond to of 186894

Message #95479 from Brian Kerecz at Jan 9 2000 5:09PM What a friggin' joke.....how many times has Klauer been an axe on INTC, a company with a superb history of eps gain? Now things are OUTSTANDING at AMD b/c they will breakeven in one of the BEST TIMES EVER for the semiconductor industry? What a joke! Keep in mind that AMD's flash business is doing quite well. If I understand this correct, the following equation should apply: F + M = 0 That is, profits from Flash (F) plus the profits from Microprocessors (M) should equal breakeven (zero). Where does that leave M? To be honest, I think AMD will do better than break even (that's just a gut feeling). However, your point is well taken... I wonder what "M" will be in the face of good times in the semi industry. Haim

To: Proud_Infidel who wrote (95478)	1/9/2000 5:43:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Brian, It appears that Intel stock is "old hat". Great company but not exciting enough for those analysts looking for a hot turn around. Don't shoot me. Jim

To: Proud_Infidel who wrote (95478)	1/9/2000 5:55:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Brian, ...how many times has Klauer been an axe on INTC, a company with a superb history of eps gain? Now things are OUTSTANDING at AMD b/c they will breakeven in one of the BEST TIMES EVER for the semiconductor industry? What a joke! Maybe AMD is the only company they let her cover. She has to say something. ;-) The following are consensus estimates for fourth quarter earnings, unless otherwise noted, of some major U.S. semiconductor companies, as compiled by First Call. COMPANY CONSENSUS REPORTING DATE AMD loss $0.01 Jan. 19 Altera (NasdaqNM:ALTR - news) profit $0.30 Jan. 19 Broadcom (NasdaqNM:BRCM - news) profit $0.27 Jan. 18 Conexant (NasdaqNM:CNXT - news), Q1 profit $0.20 Jan. 19 Cypress Semi (NYSE:CY - news) profit $0.29 Jan. 25 Intel Corp. profit $0.63 Jan. 13 LSI Logic profit $0.43 Jan. 25 Texas Instruments profit $0.47 Jan. 25 Xilinx (NasdaqNM:XLNX - news) Q3 profit $0.19 Jan. 18 Vitesse (NasdaqNM:VTSS - news) Q1 profit $0.14 Jan. 10 profit, profit, profit, profit, profit, profit, profit, profit, profit, they could have saved some ink or bandwidth by saying all these companies are expected to make these amounts of money. I didn't realize LSI was supposed to be that high. Looks good. Tony