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


To: Joe NYC who wrote (165105)5/14/2002 8:09:16 AM
From: Road Walker  Respond to of 186894
 
Intel Corp (INTC)
May 14, 2002 7:53 ET
RESEARCH ALERT-R. Stephens ups Intel to buy
TEL AVIV, May 14 (Reuters) - Robertson Stephens said on
Tuesday it raised its rating for Intel Corp to "buy" from
"market perform" and established a 12-month price target of $34,
saying pricing for its chips should stabilise in the second half
of the year.
"Our recent checks indicate that after its May price cuts,
Intel appears to be stabilising pricing and does not plan to cut
desktop Pentium 4 pricing until FQ4," analyst Eric Rothdeutsch
said in a report.
"Should macroeconomic conditions permit, we believe this
would be the first time since the peak of the 1995-1996 cycle
that Intel skipped a quarter’s worth of price cuts on its
mainstream desktop processors."

The analyst raised his fiscal 2003 earnings per share
estimate to $1.05 from $1.00 and his revenue estimate to $32.1
billion from $31.7 billion.
The share closed at $28.52 on Nasdaq on Monday.
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To: Joe NYC who wrote (165105)5/14/2002 10:45:10 AM
From: wanna_bmw  Read Replies (2) | Respond to of 186894
 
Joe, Re: "I think he said he had 1.8 GHz. So to get to 2.3 GHz, he needs to overclock the FSB and memory by 28%, which can become iffy, even if the CPU is fine. Or it could be the CPU. I think the days of 50% overclock (like the first Celerons) are over."

You are correct. 28% is a lot to push on a motherboard, with so many common clock domains all based off the same source. Sure, you can now adjust PCI and AGP separately, as well as many other separate adjustments, but God knows how many other sensitive clocks are running out of spec when you crank up that front side bus....

At least in the days of Celeron, you were overclocking the board from 67MHz to 100MHz, and that usually had a lot of headroom. These days, board electricals haven't improved all that much, but logic is getting a helluva lot faster. In that respect, 50% overclocks are going to be rare, if at all possible, unless you are willing to live with a few instabilities like STR not working.

wbmw