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

To: chic_hearne who wrote (111423)	9/26/2000 5:05:02 PM
From: Road Walker	Respond to of 186894

chic, re: "Business could be great next year, but earnings could be down YoY because they can't repeat these investment gains." Why? Take a look at their portfolio, keeping in mind most investments were pre-IPO. intel.com Take a look at it's current value, and check out how much they originally invested, subtraction will give you Intel's potential cap gains/earnings. re: "Another area of concern I see is the high end processors. With the 1.13 Ghz recall, it's pretty clear the old Pentium has topped out and there isn't much room left. This leaves it up to Willy which will be paired with only Rambus memory for the next year. The Dramurai are refusing to make Rambus memory, so Intel will be limited in ramping the P4 by lack of infrastructure they cannot control until an alternative chipset is out." A bunch of assumptions. You are 100% sure P3 has topped out? There are NO major manufacturers making RDRAM? John