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

To: Barry Grossman who wrote (41452)	12/4/1997 4:23:00 PM
From: StockMan	Read Replies (1) \| Respond to of 186894

barry, Re -- Where's the "slowdown" ala where's the beef? Its only in those idiotic Analysts empty minds. This target was supposed to be reached at the end of 98. Looks like it will be reached sooner in mid 98!! I suspect Andy's vision of 1 billion connected computers is the next target. Stockman

To: Barry Grossman who wrote (41452)	12/4/1997 4:30:00 PM
From: Burt Masnick	Read Replies (1) \| Respond to of 186894

Units vs Revenues is probably the problem. Unit sales likely will increase at 15-20% per year. That said, the revenue side of the picture is what's making some folks jumpy. Intel has lowered prices to ensure the unit growth and that's overall good. The tricky part is balancing the growth in units with growth in revenue. Wall street doesn't care a hoot about unit growth. All it cares about is revenue growth. Intel management has been very astute in the past at balancing the growing volume with a significant growth in revenues. While their absolute revenues are the envy of all but a handful of companies, there appears to be a stagnation in earnings because of the agressive price cuts. How long the stagnation continues and what happens when it ends are the source of the price resistance that Intel has run into over the past couple of months. Good investing to all, Burt

To: Barry Grossman who wrote (41452)	12/4/1997 4:42:00 PM
From: Road Walker	Respond to of 186894

Barry, Some would say the problem isn't unit growth but dollar growth, with ASP's and margins declining. John Whoops, sorry to be redundant Burt.