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

To: Barry Grossman who wrote (165423)	5/27/2002 3:41:26 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: When was the last time there was over a day between posts on this thread INTC is a lot less interesting a stock, than it once was. It is the high cost, but still very profitable, leader in several segments. Of the markets it has a significant presence in, none are growing quickly. It has most of the CPU market, so it can pretty much only lose share there. It is at least possible for Intel to continue to gain share in the flash market (which it has been doing, recently), but it's main competitor has just started producing a product that looks set to give Intel's flash business a lot of trouble. OTOH, the flash market seems to be starting a recovery, so there is hope that Intel will be able to grow its flash revenues, even if its share begins to slip, a bit. AMD still hasn't shipped its new mirror-bit flash in production volumes - until it does, Intel is sitting pretty. Whenever AMD gets to volume in mirror-bit, Intel's flash business looks set to take something of a dive. Intel is valued at about 8 times sales - it's not likely to go up much, from here. Its big competitor, AMD, has some significant new products in the pipeline (a whole lineup of 64-bit chips, desktop, mobile, workstation, and server), but they won't arrive until Q4, at the soonest. So Intel isn't a great short right now, either - things can go wrong at its competitors, too, in which case it may do quite well (which is the present expectation of wall street, and why it is priced so high, right now). So, Intel's fate basically rests in the hands of AMD, not Intel itself - there isn't much to talk about when it comes to Intel, except AMD's progress. So most of the discussion by people interested in Intel is going on in the AMD thread. If AMD pulls off its entire roadmap, on schedule, Intel is in a lot of trouble. But AMD probably won't manage to flood the market with desktops, notebooks, 2-way workstations and servers, as well as 4-way and 8-way mid-range servers by early next year. So, Intel's future depends on how much 64-bit product AMD can ship, and how soon - so there isn't much point in debating what Intel, itself, is doing. That's my take.

To: Barry Grossman who wrote (165423)	5/28/2002 5:48:02 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Barry and Thread, Hijacking of Truck Carrying 7.6 Tons Of Poison Raises Terrorism Concerns Mexicans Search For Lost Cyanide By Mary Jordan Washington Post Foreign Service Tuesday, May 28, 2002; Page A13 MEXICO CITY, May 27 -- Nearly eight tons of sodium cyanide hijacked from a truck in central Mexico this month is still missing despite an extensive law enforcement search, heightening concerns that it poses a potential security threat in Mexico and the United States. The truck was hijacked May 10 in Hidalgo state, about 100 miles north of Mexico City. The truck was recovered last week but most of the cyanide -- 7.6 tons packed in 76 drums -- was missing. Sodium cyanide is routinely used in silver mining, and Mexico is the world's largest producer of silver. The chemical is commonly used in gas chamber executions, and even trace amounts can be deadly when inhaled or ingested. ... U.S. officials are concerned that the cyanide could be heading north, and border officials are watching for it, according to the FBI and other U.S. law enforcement agencies offering help in the search. U.S. intelligence officials have reported uncovering plans to use cyanide or other chemicals to attack U.S. targets. Earlier this year, nine men suspected of having ties to al Qaeda were arrested in Italy and found to be in possession of a cyanide-based substance and maps of Rome with the U.S. Embassy and the city's water supply system highlighted. ... Osorio, the Hidalgo state official, said both incidents highlight the need for greater regulation. He said that if the truck had been carrying television sets, it probably would have been accompanied by an armed guard." washingtonpost.com Why wasn't this reported in the SJMN? City water is frequently tested, but is bottled water? Geez, my emotional take on this is, close the Mexican border until Mexican law requires a guard to be posted in vehicles that are transporting chemicals. Labor is incredibly inexpensive in Mexico, even for Mexican businesses. Regards, Amy J