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

To: f.simons who wrote (108743)	8/28/2000 6:23:42 PM
From: Scumbria	Respond to of 186894

Frank, I still do not believe that Mhz sells right now This is because GHz is too expensive. I doubt that will last much longer, however. When 1GHz drops to $300, it will become the sweet spot. Scumbria

To: f.simons who wrote (108743)	8/28/2000 6:31:40 PM
From: Jim McMannis	Respond to of 186894

Frank, RE:"I still do not believe that Mhz sells right now" Don't be fooled. Mhz sells-TM McMannis sounds simple but it's a multifaceted concept. Please understand that you need speed to get larger $ margins. Trying to sell a 700 Mhz P3 system for the same price as a 900 Mhz Athlon won't fly forever. RE:"Interesting that Intel closed on an uptick. If the stock holds or goes up tomorrow, it will clearly show that Mhz don't matter any more." It would do nothing of the sort. If Intel holds up tomorrow it could mean nothing or several things... It just depends if Wall Street sees the glass half empty or half full... This is like Otellini saying that the fact that people will use a free PC proving that they approve of Intels (now failed) chip idenification number. Jim

To: f.simons who wrote (108743)	8/28/2000 6:42:27 PM
From: rudedog	Read Replies (2) \| Respond to of 186894

Frank - with CPQ complaining that they have huge demand for big servers with 700 MHz Xeon which they can not fill because they can't get enough processors, I wonder why Intel does not just concentrate on pumping out those big profit parts and leave the MHz race alone? I am concerned that Intel is not following the money. Still as an INTC investor, I can't complain. I sold puts on INTC at 125 pre-split and the stock was put to me, which tripled my INTC holding. In dollar terms that has been my most profitable trade in the last 3 months...

To: f.simons who wrote (108743)	8/28/2000 9:30:11 PM
From: tejek	Read Replies (1) \| Respond to of 186894

Interesting that Intel closed on an uptick. If the stock holds or goes up tomorrow, it will clearly show that Mhz don't matter any more. If it goes off a cliff, it will mean that the screwups have hit critical mass, but not necessarily that Intel should devote a whole lot of energy to get back over 1 Gig. It won't change my mind about the Mhz war, only the importance stopping these screwups. Frank, Like I said to Ten, I think the reaction will be muted...the stock will slide over time rather than take a large drop. There wasn't much money lost...Intel wasn't to ship that many 1 G's for the Xmas season in the first place. So I think the slide will result not from concern over lost revenues but from investors taking money off the table until they are sure Intel's misfires are over. These stupid problems continue to surprise me. It seems someone in upper mgmt is screwing up. ted