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.

Pastimes : Clown-Free Zone... sorry, no clowns allowed -- Ignore unavailable to you. Want to Upgrade?

To: chic_hearne who wrote (19997)	9/20/2000 1:46:44 PM
From: LLCF	Read Replies (1) \| Respond to of 436258

Ho ho.. rally time: Message 14418528 DAK

To: chic_hearne who wrote (19997)	9/20/2000 1:49:51 PM
From: oldirtybastard	Respond to of 436258

Unless it's a typo by this douchebag, here it is: 10:54am EDT 20-Sep-00 Montgomery Securities Intl. (Whittington, Richard L 415- INTC: Business Update BANC OF AMERICA SECURITIES MONTGOMERY DIVISION BANC OF AMERICA SECURITIES INTEL CORPORATION* BUY September 20, 2000 SEMICONDUCTORS NASDAQ: INTC Richard L. Whittington (415) 627-2786; Research Brief rwhittington@bofasecurities.com DJIA: 10734 S&P 500: 1447 PRICE: $61.56 FYE 12/31 1999 A 2000 E 2001 E 12-MONTH TARGET PRICE: $75 EPS 52-WEEK RANGE: $76-33 Q1(MAR) $0.29 $0.39 A $0.42 FULLY DILUTED SHARES O/S: 7,005.0 MM Q2(JUN) 0.26 0.45 A 0.43 MARKET CAPITALIZATION: $431.2 BB Q3(SEP) 0.28 0.38 0.46 AVG. DAILY VOL. (3 MOS.): 37,713,455 Q4(DEC) 0.35 0.44 0.49 SECULAR EPS GROWTH: N/M FISCAL YR $1.16 $1.66 $1.80 FY 2000E REVENUES: $35.5 BB P/E 53.1 37.1 34.2 MARKET CAP./REVENUES: 1214% P/E/G 6/00 TOTAL DEBT: NONE 6/00 LTD/TOTAL CAP.: 20.0% 6/00 ROAE: 27.1% 6/00 SHAREHOLDERS' EQ.: $35.5 BB 6/00 BOOK VALUE/SHARE: $10.33 DIVIDEND/YIELD: $0.08/0.1% * Banc of America Securities LLC currently maintains a market in this security. Ongoing Stickiness We've heard numerous remarks the past several days on Intel "making the quarter", "all was always OK", etc. On the other hand, we note street research highlighting an overall reduction in microprocessor shipments from Intel in Q3 "relative to low teens expectation", turning into something like or beneath 10% sequential over Q2. Furthermore, we note that remarks that Intel is shipping fewer Celerons than desired. The reality is that Intel purposely loaded its wafer starts for Q3 with a lot more Pentium 3 than Q2, as it tries to convert buyers over to those parts, thus boosting ASPs and margins. However, as we've pointed out not only through the quarter but last week as well when adjusting our ratings, yields on Pentium 3 are running lower than planned and the distribution is toward lower clock rate parts, not the high clock rate ones desired. We continue to believe this accurate. These remarks are neither to negative nor positive, but meant to reflect an ongoing stickiness in their ability to rapidly gin up their production mill to the fastest speed distributions. First Call Corporation, a Thomson Financial company. All rights reserved. 888.558.2500 ] EON