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

To: Bruce Cullen who wrote (111425)	9/26/2000 4:25:36 PM
From: Tony Viola	Read Replies (5) \| Respond to of 186894

Bruce, TI (TXN) Apple and IBM all went into periods where they actually lost money, and they all bounced back. In the case of TI, they had losses in 2 different years: 1997 and 1998, LATE 1998. Their stock more than quadrupled from that point in a little over a year. There were a couple reasons for the big bounceback in TI. They got out of DRAMs and concentrated heavily in DSPs, which are big in cellphones and other wireless products. They are the overwhelming leader in DSPs. Apple and IBM just got their houses in order and started to produce strong results again. I wouldn't say either have any gee whiz products. They just executed. Just some stories about other companies that went down for a while. It is amazing how the doom and gloomers come out of nowhere at times like this. They are about as useful as the ones claiming "this stock is going to the moon!" Tony

To: Bruce Cullen who wrote (111425)	9/27/2000 4:55:05 AM
From: JDN	Read Replies (1) \| Respond to of 186894

Dear Bruce: IMHO technical comments are only good for a very short duration, I would say market and stock specific psychology is more important at this particular moment. Right now both are weak. Next month, who knows? I am not a TA guy as I am a LTBH investor however, with the huge volume and 30% drop in price last couple of days one doesnt have to be a TA expert to know the chart looks poor but IMHO that is only a short range image. JDN

To: Bruce Cullen who wrote (111425)	9/27/2000 11:58:20 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

RE: "Thus my point... at these prices where do people think we may go, a bit lower or a small bounceback? Interested in folks take on this." ---------- Hi Bruce, INTC run-ups are hard to guess. But when they happen, they tend to happen quickly. So, I never try to guess them, but I also never risk missing one. So, patience is generally the virtue I use (i.e. LT), after I've analyzed a company's overall market/products/financials. Nonetheless, since you asked, I'll venture an off-the-top of my head guess that a run-up could happen in about a year. Another split in about 1.5 years. I don't consider the year 2000 to be an overly exciting product release year. However, I think the products that Intel announced are coming out of the pipe next year, begin to sound intriguing. After their release, and by the time we hit 2002, I think we will start seeing some Intel manufacturing crank (which in my opinion, translates into higher volumes, possibly a tad better margins, better financials) into more appealing markets (like Server biz, network, etc.) than just the desktop PC chip business. Of course, this assumes key product launches are successful, i.e. no recalls of any significant $ order, and adoption of standards are successful. I'm also assuming the corporate market will pick up over the next 18 months - with the latest Win2000 pack to work its way through, improved Server OS/chips, etc. However, with the potential for Europe-itis spreading, I'm not betting on the consumer market in the near-term, which is AMD's favorite market. Best, Amy J