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

To: t2 who wrote (139452)	7/17/2001 4:47:49 PM
From: michael97123	Respond to of 186894

NV, Believe AH responding to intels conformance to the current proceedure of hedging all positive statements with the word uncertainty which thankfully replace visibility or the lack thereof. I too believe tomorrow will tell the tale if we dont get a bounce back tonite. mike

To: t2 who wrote (139452)	7/17/2001 4:50:42 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

NV, re: It is the microprocessor business for this company that dictates direction. No, it's not. It's the level of losses from "other" businesses. John

To: t2 who wrote (139452)	7/17/2001 4:51:42 PM
From: Joseph Pareti	Respond to of 186894

Intel's second quarter results met our overall expectations as our microprocessor business performed better than expected, with sequential growth in units, while our communications and flash businesses remained soft,'' obvoius stuff, no ? that's why Cherry Sanders is getting hammered :-) (oh sorry Osha, did I say it wrong :-) ?

To: t2 who wrote (139452)	7/17/2001 10:13:51 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: I am expecting short covering in a big way tomorrow... Sounds like what will probably happen short term. Longer term, this was actually a decent unit quarter with a 6% increase. This was the last quarter without competition from AMD in the portable market, they have one more quarter without much competition in the small server market. It's downhill from here. With Compaq bought off (and looking like it's in some trouble) IBM seems to be AMD's new "Angel". If the .13 SOI FAB support, and the re-appearance of AMD chips in IBM products in some markets is any indication, IBM is getting a bit annoyed with Intel's continuous stream of boasts that Intel products will be dominating the enterprise by early next year. I don't think IBM is going to take Intel's very public proposal that IBM become a re-badger of Intel boxes too well. Support for AMD's workstation and server offerings would take the wind from Intel's enterprise sails and I expect to see it by the end of the year. Intel gets hit in the "mobiles" this quarter and in the "server/workstations" for Q4. If Intel could get high ASPs and a broad user base from 3 million Itanium low end servers and workstations, it could support large scale development of the platform, and migrate users up (and gnaw away at IBM's upper end systems). OTOH, If Intel is forced to fight it out for every sale against inexpensive AthlonMP systems, and AMD keeps high-end X86 compatibility viable, the story becomes very different. You know how everyone always talks about Intel swatting AMD like a bug? Watch what IBM does to Intel in Q4 - using AMD as the swatter.