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

To: yekaah who wrote (182445)	10/24/2005 4:13:14 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Since Naz includes non-capital intensive firms, you probably should look at soxx which was up so yes you're right it was specific to intc and was probably due to: - Intel reported on Thursday an expectation for Q4 to be less than seasonal by $100M - analysts possibly were expecting an dividend announcement double of the current (1.4%) [ I would concur with a one-time, cash dividend during this tepid stock phase prior to Intel implementing its expected 2006 growth story, if Intel doesn't need it for contingency plans. ] - tightness in chipsets resulting in loss in rev opp - behind amd in one area to be resolved with new releases next year Intel is expected to perform extremely well next year, but as far as the stock goes there could be further PE contraction if inflation soars. If global economy continues to hum maybe a slight upside this year, but most economists believe consumers will be negatively impacted by the increased cost in heating/energy this winter, increased interest rates, etc. So, I think the stock is going to be in the tank for the rest of this year, but with a superb growth story coming out of 2006, so this year is probably a great time to buy in anticipation of next year's rollouts. Regards, Amy J