Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Proud_Infidel who wrote (182410)	10/19/2005 8:30:35 AM
From: robert b furman	Read Replies (3) \| Respond to of 186894

Hi Brian, Amazing how EXCELLENT earnings get down trodden by a general market selloff,that leads us into the quiet flatline part of a decline as we ride on many index 200 moving averages. The last two quarters have had delayed upmoves after a majority of earnings have confirmed that profitability is alive and well. The markets are displaying a "SHOW ME" attitude. I think this delay is an opportunity for many to buy great profitable stocks at a very reasonable multiple. I still say they need to get their options gifting habits under control (as in no longer diluting the investors stake),and these companies will suddenly emerge from the funk that has put on them by spin doctors of the media. It is hard to keep an independent perspective and there is a reason all the noise is aimed at suppressing what would otherwise be called a national treasure in Intel. That being accumulation by the retail houses IMO Intel always low balls future erevenue and tightens at midpoint.I think 63% margin guidance is a high class worry to have.Their fabs are several generations ahead of AMD and they have at best small volume niches compared to the big picture. Small volume server chips are a niche that can be done by AMD - what AMD can't do is build 5-6 300mm fabs and put them to work at .45 and.65 linewidths. There is a huge buying opportunity out there in many stocks,and I think the window of opportunity will be gone in the next 1-8 trading days. Bob

To: Proud_Infidel who wrote (182410)	10/21/2005 1:17:08 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 186894

re: "Intel report not bad" I think the key to this market, and these analyst negative reports on good earnings, is money flow. We don't have good money flow into stocks of any kind, the tech employee ESPP and 401Ks which used to be a huge source of money into the nasdaq is practically turned off, and that leaves a tiny amount of hot money chasing too few stocks. The analysts have no choice but to lean negative on all but those few stocks who have any kind of potential to go up. Cisco is also making good progress every quarter and gathering market share like a huge tumbleweed, just like intel. But no movement in the stock except a slight negative bias. Intel has the apple partnership which I think could manifest itself into a large consumer electronics business eventually, but there is no premium in intel stock for that whatsoever.