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

To: Road Walker who wrote (136966)	6/7/2001 8:19:01 PM
From: maui_dude	Read Replies (3) \| Respond to of 186894

John, I also thought that Osha was being very an*l. I think he's lost a lot of credibility lately (just notice the investors indifference when he downgrades Intel) and he's going the Kurlak way. On a different note, Intels numbers should start looking very good very soon if the forecasts holds. H1/H2 revenue ratio of 45%/55% translates to about 13.2B/16.1B revenue for 2001. My guess would be 7.5B for Q3 and 8.6B for Q4. If we go with recent market research forecast of 25% growth in 2002 and 20% growth in 2003 (and assuming Intels growth follows industry growth), we are looking at Q4 2002 revenue of 10.75B, and Q4 2003 revenue of about $13B. In addition the margins should improve significantly (due to .13 and 300mm and even .10 by 2003 and partly because the margins are higher when revenue is higher) and the ASP erosion should either stabilize or reverse with IA64/Server revenues. I see a huge upside for Intel if the demand forecasts hold. And all these does not even include the potential investment gains when the market picks up (-: I am thinking about changing my strategy from writing out of money covered calls to buying leaps in the next few months. I would welcome hearing about other threadsters investment strategy with respect to Intel. Elmer, Willcousa, thread, any idea when the year 2004 options start trading ? Maui.

To: Road Walker who wrote (136966)	6/8/2001 7:44:57 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

Hi John, RE: "This was Osha's attempt to ask if they were stuffing the channel. He asked if Andy thought customers were ordering to build products, or to build inventory. Andy said there was no way to know, but that all the customers knew that Intel could ship immediately, so it would be very strange if they were building inventory. -------------------------------- It would be strange. Components continue to be plentiful. The only sector that might even have a remote possibility of building inventory would be the communications sector (and for the exact opposite reason that one would normally expect and think), but not components from a company like Intel where component supply is reliable. Regards, Amy J