Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: orkrious who wrote (5975)	11/15/2001 5:25:58 PM
From: t2	Read Replies (2) \| Respond to of 99280

Dell expects flat unit shipments in Q4, which historically is by far the strongest Q for PC makers. It is hard to see how INTC can be crowing that business is great. Dell is expecting a slight increase in revenues next quarter. Well last year, they went from 8.2 billion to 8.5 billion from October to january quarter. So this year's expected increase is about inline with last year. I don't see anything unusual about their guidance. Regarding Intel: Dell says unit shipment up 5% this quarter. Remember that Intel was guiding flat revenues this quarter....being conservative. The question will be the average selling price of Intel processors and their margins on the chips. I think Intel will not be as aggressive in cost cutting as in the past and have been ramping up Pentium 4 production and therefore has more upside room than Dell. I also look at the monopoly factor..Intel is close to being a monopoly, imho. They got stronger this year thanks to the downturn. If you are going to insist on a Pentium 4, will $20 more for a Intel chip really change your mind about buying? I believe they now have pricing power as we shall find out through the course of this quarter. There is plenty of time before Intel gives an update (don't know the date)--watch the stock go up heading into that date but in the meantime, there could be room and time for a pullback..maybe. Personally, I will be looking for pullbacks to buy some more "trading" long position in Intel. JMHO.

To: orkrious who wrote (5975)	11/15/2001 5:41:16 PM
From: Timetobuy	Read Replies (1) \| Respond to of 99280

They are guiding for "slightly" higher revenues next quarter. Doesn't sound like they're positive about getting the 6% that consensus is at. Given that we now have XP out, Christmas coming and the seasonally strongest period next quarter, I'd say that the pc industry isn't going to see the "robust" blowout those buying in the last few days were "hoping" for quite as soon as the stocks are pricing it for. Sell the news? We'll have to wait until Monday to see the real reaction. Tomorrow options expiration can skew it.