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

To: HoodBuilder who wrote (143043)	9/7/2001 7:47:27 AM
From: Road Walker	Respond to of 186894

Michael, re: Margin expansion is a thing of the past, computers are now low priced commodities and consumers will no longer pay luxury item prices for them. Look deeper into the numbers. Lower GM's are the result of Intel's "other" businesses, as are most of the lower earnings results. The core business is doing better than would normally be expected in a down cycle. John

To: HoodBuilder who wrote (143043)	9/7/2001 10:15:11 AM
From: wanna_bmw	Respond to of 186894

Michael, Re: "computers are now low priced commodities and consumers will no longer pay luxury item prices for them." You can't say that with certainty. There have been many technology markets that have fallen due to oversupply and smaller demand, but they have eventually bounced back. The DRAM market is a good example. That's always been a kind of roller coaster. I'd expect prices in that market to stabilize and climb back up next year. I expect the same for microprocessors in 2002 or 2003. wanna_bmw

To: HoodBuilder who wrote (143043)	9/7/2001 10:48:47 AM
From: Elmer	Read Replies (3) \| Respond to of 186894

On what basis do you feel so compelled to buy? Is the valuation so attractive that you can't deny yourself the opportunity? Technology my friend! Technology! Computers may be low priced commodities but Intel microprocessors aren't. The competition is floundering and the barrieries to entry are just too great. At some point the world will once again continue their hunger for silicon and Intel's capacity is probably greater than the rest of the world's combined. Who will supply the microprocessors? The competition has one fab devoted exclusively to MPs and their technology is showing it's age while their financials leave them little opportunity to invest in R&D and new capacity. On the server front competing architectures such as Alpha are throwing in the towel. They have seen the future and realize they can't afford to compete, so they join instead. Compaq/HP is now committed to 100% IA. IBM is hedging their Power architecture with a heavy committment to IA. Who's left? Only Sun stands alone. While they still command major market share, their silicon technology is hopelessly outdated and will only fall further behind. Look to the future. I buy good companies when they're cheap. (Unfortunately I've bought some when they were expensive too, but that's another discussion). EP