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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Gerald Walls who wrote (25214)	1/13/2000 6:36:00 PM
From: Sonny McWilliams	Read Replies (2) \| Respond to of 27012

Ugh. Gerald. Intel blew out the numbers and the CC call sounds great. I am sure there will be upgrades. I am worried that I will have to buy in higher than I wanted to. Intel is 95 in after hours. But it never hurts to take some profit. I have done it over the years. Was it smart taking profits in Intel over the years? NO. Are you listening to the CC? Great stuff. A lot better than we have been used to in the last cpl of years. I did not not do great in Intel today but some of the others were nice. AOL up almost 5 and RNWK, TRRA, RRRR, VRSN etc. Who wants to complain? But it's still not as much as Intel made with their investments. They have lots of unrealized cash sitting around. What a bad spot to be in. gg. The call is over and I can it dinner. Sonny

To: Gerald Walls who wrote (25214)	1/13/2000 8:54:00 PM
From: Sonki	Respond to of 27012

holding tons of wnlars.. thoughts of profit taking entered my mind but I figured if it breaks out it could be big.. looking for 100 tomorrrow.. hey if it was ok w. Dan Niles it had to pretty excellent. followign: from beifing. === Two tech giants dominated the news after Thursday's close... Let's start with Intel (INTC)... Chip company delivered on the promise of better than expected earnings, reporting a gain of $0.69 v. consensus estimate of $0.63 and year-ago gain of $0.60... If there were any problem with the quarter it was that the company failed to anticipate demand for its product... CFO Andy Bryant noted that "If we had more product, we could have shipped more product... We drained our inventory...Inventories were at an all-time low." But if you have to have a problem too much demand is far better than too little... Consequently, street to focus on the positives... In addition to the upside earnings surprise, investors will find encouragement in company's projection that gross margins for FY00 will be 61%, give or take a couple percentage points... Company's gross margins in FY99 were 59.7%... Improvement due to cost-controls and favorable product mix... Revenues rose 7.9% to $8.2 bln... Stock, which had run up over past couple weeks in anticipation of a strong report, should extend its advance in today's session... Next stop 100. Now let's turn to the more surprising story... Bill Gates handing over CEO title to Steve Ballmer, who will now be Microsoft's CEO and President... Gates creates new role for himself as Chairman and Chief Software Architect... What makes the announcement particularly interesting is its timing... While the company dismissed the notion that steps were result of potential government induced break-up, Briefing.com has to wonder why company chose now to make Gates, Chief Software Architect... Could it be the potential threat to applications division if it were broken up from operating systems unit as many speculate DOJ wants to make happen? Certainly would alleviate investor concerns about the applications group to know that Gates was at the helm and, as he put it, "building great software and strategizing on the future, and nurturing and collaborating with the core team helping Steve run the company." So even though Ballmer claimed that break-up idea is "reckless and irresponsible," management is sitting on its hands... We see today's move as way to blunt impact of such a move should it eventually occur... Decision also sends message to investment community that MSFT is not being bogged down by court case... Company will remain as innovative as ever... Stock is neutral in after hours trading.