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

To: Dan3 who wrote (106387)	7/31/2000 12:39:37 AM
From: Paul Engel	Respond to of 186894

Lewinsky-Dan - Re: "But as I searched further, I found information that 486 did share a second process with Pentium. Sorry for the error" Your error and apology are acknowledged ! Paul

To: Dan3 who wrote (106387)	7/31/2000 12:58:10 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Lewinsky-Dan - re: "- flat to negative growth is expected here. In the consumer / small business market it is now second tier (I know you're sputtering, but walk into any Comp USA, Best Buy, etc. and see whose CPU is in all of the upper end machines). Definitely negative growth." Sorry - Intel has HUGE GROWTH POTENTIAL in that area !!! Since AMD's AthyWipers are sold largely at the Costcos, CompUSA, etc. - that is ALL FAIR GAME for INTEL TO GROW MARKET SHARE and for AMD to LOSE THAT MARKET SHARE to Intel as Intel's production catches up with demand!! You get the drill, right ? I'd be sweating bullets if I was you, Ms Lewinsky-Dan !!! Paul

To: Dan3 who wrote (106387)	7/31/2000 1:01:45 AM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Lewinsky-Dan - Re: "The high end server market which is primarily SUN's was looking like a great growth opportunity while Sparc was stalled at 500MHZ and Itanium was targeting 1GHZ, but with Itanium now looking like 800MHZ when Sparc is 900MHZ, that opportunity is fading fast. Flat sales or slight growth at best." 900 MHz Sparc's ?? Please post a link - a press release by SUN, preferably, announcing the availability of such a device. That all spells DOOM for AMD- at least a year away from a 64 bit CPU - and not one company supporting it - Zero, Nada ! Paul

To: Dan3 who wrote (106387)	7/31/2000 2:38:43 PM
From: Daniel Schuh	Respond to of 186894

Cool post, Dan3. Funny think about Intel, I have no idea why they insisted on counting the $2.3 billion from "punishing" Micron for insufficient fealty as normal income. Where are they going to come up with a spare 2.3 gigabucks next quarter? The quarter after that? Cheers, Dan.

To: Dan3 who wrote (106387)	7/31/2000 3:56:29 PM
From: John Lacelle	Read Replies (2) \| Respond to of 186894

Dan, You just did what most value investors have done in during the past five years which is bail out of the techs way too early. You can knock yourself silly trying to find a reasonable value for any tech. Five years ago, I looked at DELL, and QCOM for a serious long term investment. But both of them had P/E ratio that looked like overblown hype. For that, I am still working (unlike a few people I know who just cashed out with a few million in the bank). Live and learn. -John

To: Dan3 who wrote (106387)	7/31/2000 8:34:55 PM
From: Amy J	Respond to of 186894

<font color=indigo> RE: "It [Intel] owns the huge business PC market" Hi Dan, Exactly. And what happens to AMD's market share if AMD can't meet demand? How does AMD's fab expansion plans/capital compare to Intel? Who is in a much better position to grow market share in a capacity-tight environment? RE: "In the consumer...Definitely negative growth" Why is AMD so focused on what appears to be the lower margin, bargain-hunting markets? RE: "It's investments...Looks like negative growth again." An article posted on the INTC thread a few months ago said Intel is able to get into (their estimate) the top 25% of the already-top-picks because Intel goes into deals with VCs who have already selected the better picks. Early-stage investments (while riskier) can make for nice step-ups (if the investor is in on the top deals). It's my impression from being in the entrepreneur community, that Intel is probably aggressive enough to get into the top deals - Andy Grove personally visits bunches of startups, Les (head of Intel Capital) is really active with the top Angel investors and the many folks within Intel Capital are seen looking for good deals more than any other corporate investors that I see - I believe we see the Intel folks at more entrepreneurial events than Cisco by a factor of about 2 to 5 times more. Intel was rated top 3rd in the industry last year. RE: "The high end server market which is primarily SUN's ...Flat sales or slight growth at best." Is your data correct? I believe Intel is expected to increase its market share to 96% in 2003 from 25% in the low-front-end server market, to 75% in 2003 from 27% in low-midrange servers, to 65% in 2003 from 14% in the high-midrange server market, to 33% in 2003 from 6% in back-end servers (costing less than $100,000), and an overall server market share increase to 65% in 2003 from 34% in 1999. This is a paraphrase of an excellent paragraph in Jayant Mathew's excellent data-filled article entitled, "Intel Plays Catch Up in Server Market - Maps out strategy for war against Sun", which mentions IDC and Chase H&Q as the data source. RE: "The whole dot com business Intel has been trying to build has been a real sinkhole for money so far - with no near term likelihood that it will change. No growth there." Yeah, Broadcast.com, with its $$B acq by Yahoo, and the likes were really bad ROI (sarcasm intended : ) RE: "[Intel] Sounds a lot like General Motors" No, I believe on this item you are dead wrong. I believe General Motors decided to stay in the auto business, just like many of the other USA auto companies that nearly got killed in the 80's. Intel is smart - it takes a lot of cuts, initiative, and intelligence to move forward into higher growth markets, like the network market which I believe is growing >50%. Intel is not going to wait for an "auto 80's experience." To me, GM sounds possibly more like AMD in this one aspect. Regards, Amy J

To: Dan3 who wrote (106387)	8/1/2000 12:47:50 AM
From: SisterMaryElephant	Respond to of 186894

Dan3, <It owns the huge business PC market, but will clearly be facing the first real competition it's ever had within a couple of months - flat to negative growth is expected here.> Hope springs eternal...you are the ONLY one who expects this. "PALO ALTO, Calif. (Reuters) - Intel Corp.'s second-quarter profits squeaked by analyst forecasts by a penny, boosted by a whopping gain on the sale of investments as revenue rose 23 percent from a year ago. The world's largest chipmaker also said sales should rise in the current period from the second quarter, with some analysts pegging that growth at as much as 10 percent." dailynews.yahoo.com Cheers. SK

To: Dan3 who wrote (106387)	8/1/2000 1:11:20 AM
From: Paul Engel	Respond to of 186894

Lewinsky-Dan - re: ""Post split Intc earnings per share are $1.35 - but one time capital sales account for most of what's above $1. EPS growth rate is listed as a little higher than that other market leader, GM (13% vs. 12%) so let's assign a higher P/E. How about double? That gives us a stock price of $13." I took your advice, called my broker and asked to buy some Intel today for $13 - even AFTER the split !! HE laughed out loud and asked me what idiot said Intel could be bought for $13. I gave him your name. Paul