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Strategies & Market Trends : Stock Attack II - A Complete Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Arik T.G. who wrote (21880)	10/17/2001 1:55:55 PM
From: Paul Shread	Read Replies (2) \| Respond to of 52237

Arik, INTC's valuation has bothered me for a few years. It was amazing that during the 1999 craze, Intel's earnings never picked up noticeably, certainly not enough to justify the run-up in the stock. The only strong quarter in recent years (6/00) came on a big investment gain. Not sure what the problem is; maybe CPUs are now a commodity. Given that Dell is practically giving P4s away at the moment, that may be the case. Paul

To: Arik T.G. who wrote (21880)	10/17/2001 3:17:41 PM
From: dvdw©	Read Replies (1) \| Respond to of 52237

AG:Not so fast my friend: Intel is on the verge of introducing Processors with a new memory technology called OUM. It will blow the need for flash right out the window and extend the programability of every bit times 4 6 or 8. All this with virtually no change in the manufacturing lines, as this new memory will be dropped into the production line as a module without any other changes. The New memory is being led by Tyler Lowery the brains behind Micron Tech from the early days of semi memory. INTC has more than a few tricks up it's sleave and those tricks will yield higher Gross profits in a virtually unchanged production cycle. The opportunity with these corrections is the ability to identify emerging companies and technologies, so that smart money can move in under the stealth of the current market leaving the public holding the bag on the stuff that has already peaked so to speak. These are indeed treacherous times for FA as well as TA folks.