SI
SI
discoversearch

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: Doug Fowler who wrote (39297)11/6/1997 11:59:00 PM
From: John Wu  Respond to of 186894
 
To All:

Get ready for a rough open tomorrow. At this point the Hang Seng (Hong Kong stock exchange) is down 5 percent and the Neikkei (Tokyo stock exchange) is down about 3 percent to about its 52-week low. In case you don't remember, a drop in the Asian markets sparked the drop in the U.S. a week ago. Might be a good time to buy on the dip though.



To: Doug Fowler who wrote (39297)11/7/1997 2:28:00 AM
From: chirodoc  Respond to of 186894
 
<<<<<Intel is probably the best high-tech company ever

..one of the best--msft and csco ain't that bad!!!!

........btw i hate to be a heretic but i sold my intc (only had 15K) at 86 and am looking to buy in again in the 60-70 range.

.......where is the bottom? is it in 97 or 98?

......btw did you read the article in "worth" magazine. has almost 50 pages on intel!!!!!!



To: Doug Fowler who wrote (39297)11/7/1997 10:32:00 AM
From: mauser96  Respond to of 186894
 
You have a valid point in many ways, particularly concerning the psychology of buyers. However Intel has stated that the big profits on a new chip don't occur right after it is introduced. (probably yields are low at this stage) They come months later, when true mass production is achieved. It costs almost as much to produce a wafer with 10 good chips as one with 100 good chips. At this point the price is a bit lower, but the yields are a lot higher, so the profit margin is higher.



To: Doug Fowler who wrote (39297)11/7/1997 10:46:00 AM
From: derek cao  Read Replies (2) | Respond to of 186894
 
Doug, based on what andy said yesterday, intel made most of their profit on medium mass produced chips. IMHO, the reason for PII speedy price drop is that intel was able to ramp up production farely quickly. The key for intel's short term performance is that:

1. PII become the mainstream CPU ASAP(imply intel can economically mass produce PII)
2. the economy will not tank.

so you be the judge.

regards

derek