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

To: David Young who wrote (130038)	3/15/2001 9:38:12 AM
From: Joseph Pareti	Respond to of 186894

Re comments from those who may have ridden INTC throughout the current correction These are: - those who had to sell shares to buy food or medicines (nothing to do about) - AMDroids who have believed in the Intel demise for the last decade - lemmings that have been brain-washed by ML, SSB, FUCKenstein and league. These are probably the same folks who were buying Yhoo at $250 13 months ago. They are the ones who truly DESERVE the misery they go through.

To: David Young who wrote (130038)	3/15/2001 1:32:09 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

David - Re: "I would be interested in hearing anyones thoughts on INTC's current market share " AMD already announced that CPU shipments for their Q1 2001 would DROP from 7 million to 6 or 6.5 million in the Q4 2000 quarter. AMD has already admitted that their MOBILE PaloMeatHEad CPU will not be in computers for at least 3 or 4 month. Consider that a gift to Intel - as the notebook market is growing FASTER than the desktop market - and Intel will continue to OWN possibly 98% of that market ! Even with the poor market conditions, Intel should easily maintain their market share - and when the economy picks up, the will have a great opportunity to INCREASE their market share. Paul

To: David Young who wrote (130038)	3/16/2001 3:20:02 AM
From: Amy J	Respond to of 186894

Hi David, RE: "With the delay of the Ireland plant" This sounds to me, like the economic situation will last longer than H2. RE: "margins being squeezed (among other things), I would be interested in hearing anyones thoughts on INTC's current market share" Intel is in a better position to tolerate margin squeezes, than its less fiscally sound competitor. I doubt Intel will compromise on market share in those areas where it matters. RE: "if you think it can sustain its current share in light of the changes on the IT horizon." If Intel wants to, it can. Why do you think that Intel's market share would drop with changes in IT spending levels? RE: "As well as comments from those who may have ridden INTC throughout the current correction and what makes you hold on." After an industry-wide correction occurs, only the strong companies are left standing. The strong get stronger and the weak get weaker. I think Intel tends to get stronger during downturns and this gives them a chance to get ahead. This is what I observed in the past with Intel. Why do I hold INTC? For a lot of reasons. It's the best situated high-volume provider of chips. It has the ability to manufacture in incredibly high volumes, which is a huge competitive barrier, and profit comes in the form of volume. I think the Server market will prove to be very profitable for Intel and hopefully the network communication business over time. Intel is a stronger player in the mobile market than AMD and Intel is strongly positioned in the desktop market. If the huge stock contraction is your reason for questioning Intel, this economic downturn isn't specific to Intel, but is industry-wide. Also, one way to look at a powerful contraction in a stock price is to realize it's exponentially related to earnings, which means a small change in earnings creates an exponentially large change in the stock price, which in turn makes a downturn feel larger than life. And because of fixed costs, a small drop in revenue can create a large drop in profit. And because of the exponential relationship between price and earnings, a drop in earnings can create an exponentially huge drop in price. I do not equate a huge drop in stock price with the demise of Intel. I view a huge drop in stock price due to the exponential relationship between stock price and earnings, and I view this drop as temporary because I believe Intel will come out of this well-positioned to achieve strong profits. I believe Intel is a world-wide leader in manufacturing semiconductor chips, at the beginning of the Internet revolution. Regards, Amy J