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

To: Saturn V who wrote (176517)	1/14/2004 1:46:34 PM
From: chomolungma	Read Replies (2) \| Respond to of 186894

Me thinks Intel's earnings for this quarter will be close to the peak bubble earnings. There is significant upside for the future, since Intel is not firing on all cylinders as yet. Intel earned 45 cents in the peak 2nd quarter of 2000. I doubt we'll come close to that.

To: Saturn V who wrote (176517)	1/14/2004 3:39:39 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 186894

Does Intel low end pricing seem like an issue to you? I am certain they are engaging in a sort of price war with somebody... maybe VIA? Intel celerons are much cheaper and Prescott pricing is lower than you'd expect. Centrino still a high ASP so maybe none of this will hit the bottom line. It is either a reaction to market forces (negative) or a market share grab for Asia (positive).

To: Saturn V who wrote (176517)	1/14/2004 10:02:37 PM
From: Amy J	Read Replies (2) \| Respond to of 186894

Hi Saturn V, good post. Wifi plays the dominant theme in the consumer business markets, with its mch higher bandwidth, while 3G plugs some of the gaps in motion. RE: "Verizon announced the deployment of a full 3G network in USA." I see 3G as one additional Internet connection type to support, complementing the dominant wifi. Recooping the deployment costs of a 3G tower ($100,000?) translates into passing higher online costs to the consumer, while a wifi access point might only cost $60. So, I see wifi holding the static domain, while 3G fills the gaps on the in-motion transport, e.g. highways. Verisign is a great company and one of the few that really seems to know how to sell Cisco's products (and thus helps startups), along with Sprint. Their only problem is an unrealistic assumption that startups can work with them, when in this economic climate it's better to work directly with your customers than it is to take a leap in faith that these two will figure out how to sell your product. In this economic climate where valuations aren't sufficiently high enough to allow for startups to fund large company sales experiments, that means it needs to be done on the large company's dime, not the startups. Regards, Amy J