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

To: GVTucker who wrote (100797)	3/13/2000 2:47:00 PM
From: Road Walker	Respond to of 186894

biz.yahoo.com RESEARCH ALERT-Robertson Stephens upgrades Intel SAN FRANCISCO, March 13 (Reuters) - Robertson Stephens senior electronics analyst Daniel Niles said on Monday he had upgraded semiconductor maker Intel Corp. (NasdaqNM:INTC - news) to strong buy from buy. -- said ``after upgrading Intel to a buy on January 10 at $82, we believe the company's first quarter is looking even stronger than we anticipated.' -- said ``we believe the January momentum continued through February and into March. Both billings and bookings are near the record levels achieved in the fourth quarter with processor availability being the only limit to upside, in our opinion. We believe that PC demand has been so strong that Intel will not be able to satisfy demand until the second quarter, versus the original expectation of the first quarter.' -- said believes cost reductions are going quite well. -- said believes a multiple of 50 to 60 times calendar year 2000 earnings is possible, versus the current multiple which is in the high 30s. -- said is raising rating on Intel shares to strong buy and pulling in $150 price target from year-end to mid-year.

To: GVTucker who wrote (100797)	3/13/2000 3:16:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

GV, >I cannot think of a single tech stock that is a buy at today's valuations. That's putting it bluntly. Nice, digital answer. No new paradigms for you, huh? Are you familiar with the book DOW 30,000? I was thinking, maybe the guy should have called it Nasdaq 10,000 instead. When it came out, NAZ might have been 3500 or so, so relatively speaking NAZ 10K would be equivalent to DOW 30,000. All told, since the start of the year, looking at up volume, or any other statistic, the aggregate market is flat to down, I think. Something has to be up, so be it the Naz! Tony

To: GVTucker who wrote (100797)	3/13/2000 3:27:00 PM
From: Proud_Infidel	Respond to of 186894

PC Unit Sales in February Rise 90 Pct. Y-O-Y in Japan March 13, 2000 (TOKYO) -- Sales of PCs in Japan in the second week of February 2000 sustained an upward momentum, with a 90 percent increase in sales units over the same week last year. Still, that is a decline compared to the turnover of the previous week. The week-on-week drop is largely due to a holiday in the second week (Feb. 11), as is observed every year. According to a survey conducted by GfK Japan Ltd., an information service company handling POS data from 42 retail chains of home electronic appliances, PC sales in the third week of February 2000 (Feb. 14-20, 2000) at some 2,000 shops of these mass retailers declined by 5.4 percent in units and by 3.8 percent in value from the previous week. In comparison with the same week last year (Feb. 15-21, 1999), PC sales were up by 90.7 percent in units and by 70.0 percent in value. The average retail price rose by 3,450 yen up to 205,256 yen from 201,806 yen the previous week. (106.53 yen = US$1) The week-on-week decrease was the first in four weeks, however, with a smaller range than was observed in previous years. The range of the decrease in PC sales was 5.4 percent in total units (it was 15.8 percent in the same week last year), 9.1 percent in units for desktop PCs (it was 17.5 percent) and 1.3 percent for notebooks (it was 14.3 percent). That week, Feb. 18 witnessed the debut of Windows 2000 and long cues for midnight sales at some mass retailing stores in Akihabara, an electronics district in Toyko. This event, however, had little influence over the weekly PC sales units, since the machines with Windows 2000 were not yet available in wide variety. GfK Japan collects POS data from 42 IT-related store chains centering on high-volume stores specializing in home electric appliances. It covers about 3,200 stores (as of October 1999) throughout Japan. In cooperation with GfK Japan, Nikkei Market Access provides weekly reports of PC sales in volume and value. The sales data has been based on the same 32 store chains (with about 2,000 outles) since April 1996. The number of PCs sold at the 2,000 outlets is estimated to comprise about 10 percent of gross domestic shipments, and to form 25 percent share in the retail sales channel's market. Note: Nikkei Market Access changed the way of counting the numbers for the week. Up till the previous report, the number of the week was set according to Monday, i.e., if a week starts from the fifth Monday of the month, the week is counted as the fifth week. Instead, from this report, the week, including the first day of that month, is to be counted as the first week of that month.

To: GVTucker who wrote (100797)	3/13/2000 6:00:00 PM
From: Pamina	Read Replies (1) \| Respond to of 186894

Well, I am not a tekkie, but I do think there are some stocks in the tech arena that are buys and I will list them - I know I will get lots of heat - but hey - i welcome it! 1. IBM - yes - I still think they are tech - and if it isvaluations you are looking for - then IBM with their low PE could be it. 2. ORCL - yeah, I know - they have a PE that is way too high - but I think they are going to very big in the B2B area which will either be a huge hit - or a bust. 3. BRCM - call me insane - I am not saying that they will double from here - but their financials are so strong - that if the market nosedives from here - and they will dive too - then they can continue to buy other companies. Awaiting all the fuss Pamina