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

To: John F. Dowd who wrote (163829)	4/12/2002 3:30:09 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

John, With all this good news why do we find INTC down in an up market? One thing I can see that stands out is historical data around this time of year. If you use Big Charts, Interactive Charting, then use timeframe: custom, from about mid March to early May, it's amazing how it's corrected by about 15% in a very short timeframe right about this time in 1999, 2000, 2001 and now. Thing is, it has quickly recovered each of those years. I think in previous years, there have been a lot of rumors started by shorts about earnings. This year, not much. P4 ASPs have been on a downtrend, but I don't know how much vs. normal. Prices always come down when the old fastest clock ones get replaced by newer ones, like 2.4 GHz P4. James Cramer did an article about price weakness in P4M chips. That might have caught some eyeballs. bigcharts.marketwatch.com Tony

To: John F. Dowd who wrote (163829)	4/12/2002 4:14:31 PM
From: kapkan4u	Read Replies (1) \| Respond to of 186894

<With all this good news why do we find INTC down in an up market?> I would say that some fund managers got a whiff of the Q1 results, and they didn't like the smell of it, no? Prices on PW are in free fall. 2.2GHz P4 went from $475 yesterday to $400 today, yet the availability is the same as 3 months ago at 4 pages. Something fishy don't you think? Kap

To: John F. Dowd who wrote (163829)	4/12/2002 4:49:28 PM
From: Joseph Pareti	Read Replies (2) \| Respond to of 186894

>why do we find INTC down (1) Merril Flynch is rumored to be saying INTC will be soon going out of business (2) even if (1) fails to materialize, DAN3 has gotten such a wide spread audience that die-hard Intel investors are actually dumping their INTC stock-holding to raise cash for buying AMD "any price". (3)a very secret Torwalds-Ballmer "OS truce" will be announced in short provided M$FT will start making and giving away ".NET chips" till INTC is out of business.

To: John F. Dowd who wrote (163829)	4/14/2002 1:30:26 PM
From: Dan3	Respond to of 186894

Re: With all this good news why do we find INTC down in an up market? AMD is down too. There may be a perception that the PC market is shifting to paying extra for big TFT monitors and DVD recorders, instead of the last 10% to 20% in CPU speed. Consider this lineup (link from Bilow on the Rambus thread). The difference between these systems, and systems upgraded to P4 2.4GHZ or Athlon 2200+ would be indistinguishable in almost any business or home use. But the addition of a 17" to 21" TFT monitor or DVD recorder would be something any buyer would easily appreciate. The new systems feature the following specifications: -- eMachines(TM) T1140 with Intel Celeron 1.10 GHz CPU, 128 MB SDRAM, 20 GB hard drive, 56K V.92 ready fax/modem and a 48x CD-ROM drive. Also includes Microsoft Windows XP Home Edition, Microsoft Works 2000, Microsoft Money 2002 and Encarta Online pre-installed. (Price: $ 399 after $ 75 rebate) -- eMachines T1150 with Intel Celeron 1.30 GHz CPU, 128 MB SDRAM, 40 GB hard drive, 56K V.92 ready fax/modem and a 24x CD-RW drive. Also includes Microsoft Windows XP Home Edition, Microsoft Works 2000, Microsoft Money 2002 and Encarta Online. (Price: $ 499 after $ 75 rebate) -- eMachines T1600 with AMD Athlon(TM) XP 1600 + CPU with QuantiSpeed(TM) architecture, 256 MB DDR, 40 GB hard drive, 56K V.92 ready fax/modem, 24x CD-RW drive, 10/100Mbps built-in Ethernet and wheel mouse. Also Microsoft Windows XP Home Edition, Microsoft Works 2000, Microsoft Money 2002 and Encarta Online pre-installed. (Price: $ 599 after $ 75 rebate) -- eMachines T4170 with Intel Pentium4 1.60 GHz CPU with Intel NetBurst(TM) Micro-Architecture, 256 MB DDR, 60 GB hard drive, 56K fax/modem, 24x CD-RW drive and 10/100 Mpbs built-in Ethernet and wheel mouse. Also includes Microsoft Windows XP Home Edition, Microsoft Works 6.0, Microsoft Money 2002 and Encarta Online. (Price: $ 699 after $ 75 rebate)... eMachines' newly designed PCs feature a more upscale look with an attractive "anthracite black" and "platinum silver" dual-toned chassis with beveled design that is replicated throughout its monitors, keyboard, mice and speakers. An enlarged power button with an eMachines "green halo" icon is highlighted on towers and monitors. Other new features throughout the entire PC line include: -- Front-panel slide-up door to provide users with easy access to four USB ports, two in the front panel and two in back. -- "Smart Stand-by" creates a silent, low-power mode that resumes the computer where the user left off with a simple mouse move, keyboard or power button press. This new capability keeps the computer unobtrusive in a home environment and saves energy while remaining available at a moment's notice. -- A 250-watt power supply utilizing dual ball bearings for quiet operation while doubling the life of the fan. -- Dual optical bays on all models for upgradability throughout the line. -- New BigFix application installed, the first pro-active tech support program in the industry (see separate press release at www.emachines.com/corpinfo/press.html ) -- Front panel includes product serial number, eMachines' customer service phone number and hours of operations to better facilitate customer support. -- Thumbscrews allow for easy side chassis removal for upgrades while coin-rolled edges eliminate any sharp edges inside chassis. -- Recessed handles on tower for ease of handling. manufacturing.net