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


To: Petz who wrote (40224)11/13/1997 6:58:00 AM
From: starpopper  Read Replies (1) | Respond to of 186894
 
Don't sleep on INTEL!!!

The debut of these new substantially faster chips (article attached) in 1998 and the introduction of RAMBUS enabled complete systems in 1999 will begin the largest expansion of the PC business in its' short history!

Not only will the market expand dramatically with newcomers when 200MHZ systems break the $1000 barrier NEXT year, but the existing base of technoids will be tripping over themselves to upgrade their 100-200MHZ systems for the 333-400MHZ in '98, and the blazingly fast 600MHZ systems expected in '99!

INTEL's future looks so bright, they've gotta wear shades (and colorfull reflecting suits!:-)

EASY MONEY = 40%INTC, 40%MSFT, 5%RMBS, 5%PFE, 5%Asian Fund, 5%Cash...at current levels (3year time horizon)!!!

$weet Dream$

Starpopper

********************

CMP's Windows Magazine Provides an Inside Look at Intel's 1998 Technology Feast

November 12, 1997 02:11 PM

MANHASSET, N.Y.--(BUSINESS WIRE)--Nov. 12, 1997--

Publication Puts Intel's 333MHz Pentium II and 266MHz Mobile Processors to the Test

Next year is shaping up to be a technology feast for PC buyers. Intel INTC , seeking to whet the appetite of savvy technology buyers, plans to serve up a tempting buffet of new processors and technologies, including 333MHz and 400MHz Pentium II processors, a 266MHz mobile processor, as well as a speedy 100MHz bus and new core logic that further bolster PC performance. CMP's Windows(TM) Magazine details these new advances, including performance tests results, on its Web site at winmag.com.

Intel's first course is a new 333MHz Pentium II processor. It will debut in late January or early February and has attracted the attention of PC makers that want to provoke a feeding frenzy within the early adopter market. Initially, most vendors plan to offer the 333MHz Pentium II in their existing product lines, rather than introduce new systems designed specifically around the new chip.

In terms of performance, the 333MHz processor works as advertised, the publication reports. Exclusive tests conducted by Windows Magazine conclude that computers equipped with the new processor enjoy an 11 percent performance hike when compared with similarly configured machines with 300MHz processors.

In February or March, Intel will unveil a motherboard design that sports a 100MHz bus, which is one-third faster than current PC buses. The new bus should improve disk I/O, memory and video performance. In fact, PC makers believe the bus will boost throughput by 20 percent over current designs. According to Intel sources, the new bus will be accompanied by new core logic and the 440BX AGP chipset to enhance desktop management and better integrate audio and telecommunications.

For users seeking a real performance kick, Windows Magazine recommends they hold the line with their current system until the end of March. That's when Intel will serve up a 400MHz Pentium II processor that's designed to work on computers equipped with 100MHz buses. The one-two combination should be more than 50 percent faster than a system equipped with a 300MHz processor and 66MHz bus.

But Intel's technology feast doesn't stop there. By next fall, the Santa Clara, Calif. chip giant will likely introduce faster versions of its Pentium II, including new designs for the low-cost PC market that lack integrated level 2 cache.

Intel also has ambitious plans for the notebook market. A new 266MHz hotmobile version of its Pentium P55C processor should debut concurrently with Intel's 333MHz desktop CPU. In field tests conducted by Windows Magazine, the new P55C produced 500 MIPS, a 14 percent performance improvement over Intel's current P55C champ.

At least two other mobile processors could debut before the end of next fall. They include a 166MHz low-power version of the P55C (expected to find homes in new subnotebooks) and Intel's first-ever Pentium II for notebooks, which sources close to the company say is expected to be launched in the third quarter of 1998.

CMP's Windows Magazine is an essential resource for more than 800,000 Windows business buyers who look to the monthly publication for advice on what to buy and how best to integrate those products into their business. The publication features high-level, authoritative, product-focused coverage, including news, reviews, opinionated columns from industry veterans, including Editor Mike Elgan, how-to's and features. Windows Magazine can be found online at winmag.com.

CMP Media Inc. CMPX is a leading print and online publisher of newspapers and magazines about technology and an innovator in technology-related Internet products and services. CMP's offerings serve the broad technology spectrum in key high-tech markets worldwide: those who build technology, those who sell it, and those who use it. The company's publication titles, which include EE Times, InformationWeek, Computer Reseller News and Windows Magazine, along with products and services created exclusively for the Internet, can be found on CMPnet at cmpnet.com.

NOTE: All of CMP's press releases are available on the Web at cmp.com.

*******************

...are you drooling yet???!!!!!:-)

Star.



To: Petz who wrote (40224)11/13/1997 7:48:00 AM
From: jackrabbit  Respond to of 186894
 
Re: "The market has a way of correcting these imbalances eventually. Think about it."

You say that Intel's 5 year average annual sales increase is 33% and its 5 year average annual EPS increase is 43%. Yet it's trading at a multiple of only 19X trailing 12 month earnings.

Will the market correct this imbalance also?? Think about it.

John

P.S. Intel has stated several times that it has *never* lost money on its put warrant program.



To: Petz who wrote (40224)11/13/1997 12:47:00 PM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Petz - Re: "Intel has been a superb investment over the past five years....The market has a way of correcting these imbalances eventually. Think about it."

Looks like the market is actively correcting the imbalance AMD's stock - taking into account "negative earnings".

Please provide a 5 year analysis of AMD's sales, profits and stock price for comparison.

We'd all love to see this so we can compare it to our past five years' success with Intel as an investment.

Paul