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

To: Tony Viola who wrote (100772)	3/13/2000 10:17:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Thread, I lied (fibbed?). Comments about Niles' call today were from Maria, and also a commentator on Bloomberg (I had said Maria and a commentator on CNBC). John, I saw Dan Niles on CNBC just now. He talked about Dell as well as Intel. What he said, and also throwing in what Maria and a commentator on CNBC paraphrased from his call today, but not when he was on the screen: Tony

To: Tony Viola who wrote (100772)	3/13/2000 10:36:00 AM
From: niceguy767	Respond to of 186894

Tony: Thanks for the post...Sure makes sense from this poster's perspective!

To: Tony Viola who wrote (100772)	3/13/2000 10:48:00 AM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Tony, re:Q2 also looking very strong. No seasonal down this year. This is new. Very significant since Q2 has always been very sluggish. We might see some yearly earnings upgrade coming over the next several weeks as a result...Today reminds me of a 70's Petty hit..."Breakout.." joey

To: Tony Viola who wrote (100772)	3/13/2000 1:10:00 PM
From: niceguy767	Read Replies (1) \| Respond to of 186894

Tony: Getting back to your post: Re: "- Looking for $150 on the stock mid year now, had been predicted for year end." Comment: Sounds like he could be talking about AMD here! Re: "Q1 is very strong. Hot January continues into February, March. Q1 looks to be better than Q499 in revenues, or, no worse than equal. Q2 also looking very strong. No seasonal down this year. Corporations had slowed down in Q4, now buying heavily." Comment: Once again, sounds like AMD...except if it were AMD, he'd have to point out that Q4 sales were up 35% while Intel's were flat to put the comment in its proper perspective. Re: "- Niles feels OK with 50 - 60 multiple on Intel because that's still much lower than TI and Sun, and Intel looks to grow faster going forward than they do. Also, Intel did not keep up with the other semi stocks in 1999." Comment: Seems to imply an 80 multiple on AMD would be OK...Hmmm Y2000 eps $4.00 to $7.00 with an 80 multiple...Makes one think that maybe the recent AMD runup is just the beginning of many similar runups throughout Y2000!!!

To: Tony Viola who wrote (100772)	3/13/2000 1:49:00 PM
From: GVTucker	Read Replies (1) \| Respond to of 186894

Niles has proven once again that although he understands where revenues and net income come from, he doesn't realize what moves markets. All of Niles' points have been incorporated into Intel's rise thus far this year. None of his points are market movers at this point in time. The upside in Intel is minimal. It may outperform the S&P (thus justifying a 'buy' rating in the institutional world) but in my book, a stock that goes down isn't a buy, no matter what the S&P does.