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

To: Joey Smith who wrote (38332)	10/29/1997 8:14:00 PM
From: Fred Fahmy	Respond to of 186894

joey, Re: Growth Don't forget ramping sales of new mobile processors in coming months. FF

To: Joey Smith who wrote (38332)	10/30/1997 2:30:00 AM
From: Petz	Respond to of 186894

Joey, re: <<What is going to drive earning until then to increase shareholder value>> 2)Intel ramping up to .25 microns. From what Paul and others are saying, this will result in a BIG reduction in costs and from the 1998 anal-ysts reports I have read, there is hardly any mention of this. Hoping this really starts hitting the bottom line 1Q98. This will not happen 1Q98 earnings -- the only products on 0.25 um process by then will be high end notebook chips and Intel will have to move prices closer to AMD and IDT. And what do you think the chances are that the 0.25 line for Deschutes in 2Q'98 (if we're lucky) will start out with 60% yield? William Hunt's analysis techstocks.com was accurate. Petz

To: Joey Smith who wrote (38332)	10/30/1997 4:15:00 PM
From: Joe NYC	Respond to of 186894

Joey, I agree with #2: I have replaced my DELL NOV85 puts with cheaper NOV65 puts, and am not sure if I did it right or wrong? Only, time will tell. :) but I desagree with #1 1). PII becoming a bigger part of the prodcut mix. Intel's current forecast is 25% this qtr and 50% by the end of 2Q98. Not that it will not happen. It will. But it will not add anything to the bottom line compared to this year, when P-MMX is the mainstream processor. At the end of Q2, P-II prices will start at $150 with low end heading to $100 by the end of '98. The expense of putting together the cartridges and SRAM will not go down as much as the chip itself. Joe