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

To: Tony Viola who wrote (103929)	6/4/2000 5:31:00 PM
From: milo_morai	Read Replies (2) \| Respond to of 186894

Tony, 1. China and Japan opening markets. Lots of PCless people 2. AMD holds key parts(Networking) of Comm products division, as they sold the parts with little value. (do a little more research) 3. Server chips 2way 4way and 8 way will be opening up for AMD in near future. Coupled with LDT (something Tench is worried about) their will be demand for AMD SMP platforms. 4. Raza was a fool. He wanted to sell Dresden (JS didn't). Where is he today? Nowhere big. AMD has lots of good things on the horizon MP on die, SMP, DDR, LDT, etc.. Milo

To: Tony Viola who wrote (103929)	6/4/2000 5:35:00 PM
From: ptanner	Read Replies (1) \| Respond to of 186894

Tony, Re: Intel other than desktop CPUs (ie. comm, network, web, etc.) Two other high-growth areas Intel seems to be focusing on with recent/planned releases are: (1) mobile MPU with higher speed PIII models. AMD presently has only low-end offerings and needs an Athlon-based MPU to enter the high-end/desktop replacement area. Have you seen any data on how fast the mobile MPU market is growing or projected to grow? (2) server chips with Itanium, etc. A market AMD also hopes to enter. PT

To: Tony Viola who wrote (103929)	6/4/2000 5:49:00 PM
From: Felix Appolonia	Read Replies (1) \| Respond to of 186894

Tony I know you are a hardware man, but what do you think of this article from Street.com Felix Fed Nears and End ? < Participants are beginning to believe that the Fed will indeed end its tightening actions in the near future. The July fed funds contract, traded on the Chicago Board of Trade, is now pricing in just a 44% chance of a rate hike to 6.75%, compared with fully pricing in that rate hike just two days ago. >

To: Tony Viola who wrote (103929)	6/4/2000 6:12:00 PM
From: THE WATSONYOUTH	Read Replies (2) \| Respond to of 186894

Re: "Intel is growing their network, broadband and wireless divisions at 50% per year, which, if it continues, comes out to $10 billion in revenues projection for them in 2003." Can you tell me how much profits were derived from these divisions last year? In fact did Intel make any money (exclude investments) from anything other than processors last year? I am under the impression they did not. Is that correct? I recall Engel claiming Intel either lost money (until the recent price run up)or barely broke even on flash memory. THE WATSONYOUTH

To: Tony Viola who wrote (103929)	6/4/2000 8:46:00 PM
From: TimF	Respond to of 186894

I think the desktop chip market will continue to grow even if it does slow down at some point. Also AMD will move into server chips with Mustang and Slegehammer. As for the comm division AMD it was AMDs least profitable division, and AMD is keeping the most profitable part of it as well as 10% of the rest and a warrents on another 10%. All that having been said there is no doubt that Intel is worth more then AMD. It has more revenue and higher earnings. Even though it has had a few problems lately it is a good company and I think it will in the long run be a good investment. But is it really worth 32 1/2 times what AMD is worth? In my opinion it is but only by current market capitilization and I expect that to change. If in a year the ratio is more reasonable I might buy some INTC with my AMD profits. Tim