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

To: Hightechhooper who wrote (124279)	1/5/2001 12:33:05 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Hightech, >People, people PLEASE....let's stop fighting among ourselves. Tensions are high, we have all lost alot of money. This board is pretty civil. If you ever want to look at a baseline nasty board, go over to Yahoo. That comparison cuts short any pleas I would ever think of making here about civility. The notebook/desktop slices of the pie are an interesting topic. After all, Intel has the notebook market about locked up, with new and improved chips in the works as well. It could keep the year 2001 from sliding off the face of the earth. Tony

To: Hightechhooper who wrote (124279)	1/5/2001 12:38:32 PM
From: Robert Douglas	Read Replies (3) \| Respond to of 186894

hopper, While I share your sentiments that this should be a civil forum, I don't think your blaming of the Fed is remotely accurate. I often hear people say that it's the Fed's fault that there was a bubble. How so? Did the Fed force margin buyers to borrow? Did they hold a gun to someone's head and make them buy ridiculously priced stocks? I don't blame the Fed. I blame legions of naive investors who thought that CNBC and an internet chat group were experts on investments and would make them rich. I blame the fools who think that a business plan is worth 20 billion dollars, despite lack of sales. I blame the ignorant speculators who thought they were going to get rich and rationalized their buying of companies without any regard for value. This isn't anything new. Bubbles have been taking place for hundreds of years. I don't feel any sorrier for some poor soul who paid $200 for Yahoo than I feel sorry for some poor Dutchman who paid a year's salary for a tulip bulb. Don't blame Greenspan et.al., he warned you years ago. A word to the wise, as it were.

To: Hightechhooper who wrote (124279)	1/5/2001 12:52:07 PM
From: maui_dude	Read Replies (3) \| Respond to of 186894

HTH, Thread, I was going through the Intel November Webcast slides yesterday and one slide that stood out was Intel Cap Ex spending for last year. It was about a good $2.5 Billion over the next highest year (1996). So, if Intel does decide to trim their cap ex (like they did in 1998) to $4B, this could give a boost of about 25c to their 2001 earnings. Dan Niles estimate of $1.30 for 2001 may be a blessing in some way. It may become easier to beat the 2001 estimates and have upside surprise. I wonder how the market might react (short-term) if Intel decides to reduce the cap ex for 2001 ? Any Thoughts ? Maui.