Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Amit Patel who wrote (102575)	4/18/2000 7:42:00 PM
From: Barry A. Watzman	Read Replies (2) \| Respond to of 186894

I'm amazed at these guys who see Intel as being in trouble. Absolutely amazed. They may have left some money on the table, things are going great and all signs are that they will be going greater every quarter of this year except, possibly, for the next quarter (when I may have to settle for "as great"). I expect Intel to be absolutely KILLING AMD by the end of the year with all of the new products. But we do need Willamette badly. That's going to be one kick-ass product. One more time, was there no mention of or question about a stock split ? If not, what do you guys think will happen ?

To: Amit Patel who wrote (102575)	4/18/2000 8:19:00 PM
From: Road Walker	Read Replies (4) \| Respond to of 186894

Amit, re: "A healthy 35% growth Y2Y, I think. (more if you count one time tax gain). No ?" And the stock is up over 100% from this time last year, healthy, no? Much of the earnings growth in the last two quarters has been from investment capital gains, this was not lost on the analyst who asked pointedly about operating growth rates. Intel also projected (from memory, correct me if I'm wrong) 750K from investment gains next quarter. Fine, that's earnings as well, but I would like to see it as above and beyond operating earnings growth. I'm looking at a company that is my largest holding. That after being capacity constrained for the last six months NOW suddenly realizes that they mis-judged the marketplace for the last year, because of Asia Pacific, Japan and the growth of the Internet (with flat to down US/Europe demand). I'm looking at a company that will still be capacity contrained for the next quarter (last quarter they said the problem would end by March). But they claim everything will be OK in the 3th quarter. I'm also seeing a company that has had many execution problems in bringing new products to market over the last six months, and that has many products in the pipeline to introduce in the second half. I'm also looking at a company that I have always thought of as one of the best run companies in the world. And I wondering if it still is. John