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

To: Tony Viola who wrote (123966)	1/1/2001 11:12:22 PM
From: Dan3	Respond to of 186894

Re: might take your slanted writings ... What do you find inaccurate about what I've posted? You don't think the P4 is twice as big and four times as expensive to make as other chips in its class? You don't think AMD has just gained a huge benefit from DDR and integrated chipsets? (DDR may be as much a marketing benefit as a performance benefit, but so what?) Seriously, one of the reasons I post is to try to see if any reasonable argument can be made against my conclusions (in which case I'd modify my own investments). A few posters on this thread (you, for example) have given me some second thoughts with well reasoned discussions of some of the points I've raised. Right now I think the biggest problem is a migration of the peak consumer PC selling season from XMAS to back to school at the same time that Year on Year comparisons included last year's one time Y2K panic purchases by corporations during the last quarter of last year. This spring and summer back to school sales exceeded forecasts - suddenly this fall everyone is saying nobody will ever again need a new PC. Dan

To: Tony Viola who wrote (123966)	1/1/2001 11:34:15 PM
From: Scumbria	Read Replies (1) \| Respond to of 186894

Tony, some underinformed reader might take your slanted writings as truth, invest accordingly, lose serious money, and then sue your athlon off. Perhaps the people who have been talking up INTC on it's way down from $75 should be concerned ? Scumbria

To: Tony Viola who wrote (123966)	1/2/2001 12:28:29 AM
From: Ibexx	Read Replies (1) \| Respond to of 186894

Tuesday January 2, 12:09 am ET Intel moving into new consumer devices - newspaper NEW YORK, Jan 1 (Reuters) - Intel Corp (NasdaqNM:INTC - news), the world's No. 1 semiconductor maker, is going to start selling consumer devices like portable digital-music players as sales of personal computers slow down, the Wall Street Journal reported in its online edition Tuesday. The Santa Clara, Calif.-based company, which sells chips that are used in PCs, will unveil its new digital-music player on Friday at the Consumer Electronics Show in Las Vegas, the paper said. Chief Executive Craig Barrett will give the keynote address at the conference and will also detail two other new products, which Intel will begin selling later in 2001, the paper said. The two other products are the ChatPad, an instant-messaging and e-mail device, and a WebTablet, which will let people surf the Internet using a hardcover-book-sized wireless screen, the paper said. Intel, which derives more than 80 percent of its sales and profits from microprocessors, expects its new businesses to post sales growth of more than 50 percent, the paper said. That growth will offset slower growth from its processors unit, which is expected to report revenue growth of only 10 percent, the paper said. Intel shares closed off 7/8 at $30-1/16 in Friday trading on the Nasdaq, well below their 52-week high of $75-13/16 and above a yearly low of $29-13/16. Ibexx

To: Tony Viola who wrote (123966)	1/2/2001 11:19:24 AM
From: William Hunt	Read Replies (2) \| Respond to of 186894

OT ---Talking about shooting yourself in the foot . Greenspan has basically kill the only tool that was providing a counter balance and keeping inflation in check ---productivity . He has no control over oil prices unless he puts us in a deep recession . Now we will have stagflation instead of growth which is real negative for the market and the economy . "[BRIEFING.COM] Major indices are all in red figures as mounting losses in the tech sector are weighing heavily on the broader market... Within the tech sector, few areas are immune from the selling pressure which intensified after a weaker than expected NAPM report contributed to concerns that the Fed is going to be behind the curve with its efforts to stimulate growth... The fact that OPEC is expected to cut back on production soon isn't helping matters either as that impending development is prompting a renewed jump in oil prices (crude +$0.35 at $27.15)... Latter is providing a bid to oil-related issues which are helping to limit blue chip losses along with the drug and retail shares... DJUA -9.36... XOI +13.78... Nasdaq 100 -5.6%... NYSE Adv/Dec 1298/1431... Nasdaq Adv/Dec 1422/2000. BEST WISHES BILL