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

To: milo_morai who wrote (149760)	11/27/2001 1:17:06 AM
From: Paul Engel	Respond to of 186894

Ban Ban MindBlo - Re: "So tell me where else can INTC find the revenue growth they need to justify their high P/E?" WHy doesn't AMD have a NEGATIVE P/E - they have Negative Earnings?

To: milo_morai who wrote (149760)	11/27/2001 1:32:33 AM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Milo, Re: "So tell me where else can INTC find the revenue growth they need to justify their high P/E? The days of creative accounting are coming to a end." Sorry to see you return to your old Doom & Gloom posts, and just when you were showing the promise of holding a reasonable conversation, too. At any rate, you may want to consider several things that Intel is working on to increase revenue. The first is IA-64 in the server space, which will save them from commoditized pricing, and possible gain them more market share from Sun. It already guarantees them market share from Alpha and PA-RISC, as well as the slow erosion of the IBM mainframe market. If Itanium transitions well into the low end server markets, it may actually contribute to higher ASPs as well. While it is shocking for you AMDroids to imagine, there is a possibility that IA-64 will do quite well. The second thing is Banias. If this ends up doing as well as Intel is hyping it to be (in other words, real next-generation performance at ultra-low power levels), then this may spark a new demand for mobile PCs. Since laptops carry with themselves higher margins, Intel may be able to transition volumes into this market. The third thing is X-Scale, which along with StrongARM has been winning multiple portable design wins. If Intel is able to take a hold on the handheld market, the revenue possibilities are huge. The fourth is a resurgence in flash. With the availability of 3G cell phones (and later 4G cell phones), there may be a large demand for flash technology, and Intel is leading .13u flash production at this moment. Also, research in Ovonics memory may open a market for solid-state storage, allowing ultra-dense (and no doubt high margin) devices to be sold in much greater volumes. The fifth is wireless communications. 4G cell phones will be needing new image and data capabilities, and Intel is leading in providing these services. Also, more consumers will want wireless networking in their homes and at work, which has the possibility of opening up many new markets for Intel. 802.11b and 802.11a are just the beginning for Intel, as they are leaders in making this technology available and affordable. The sixth is networking, and since the Internet is hardly finished, the market will still require a lot of it. While demand is soft now, it's bound to pick up. Being the leader in single chip gigabit networking, Intel currently leads in giving high bandwidth solutions. They are also leading in 10 gigabit and 40 gigabit technology research and development. But if this isn't enough for you, I understand. Being an AMDroid must make it perfectly obvious to you that all of these initiatives will fail. But I am wondering if the reason is that no one wants Intel technology, or if you might think that no one needs it until AMD has it. Either one constitutes a valid AMDroid conclusion - I am just waiting to see which is it for you. wbmw