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

To: Jeff Mills who wrote (41721)	12/8/1997 12:03:00 AM
From: Jay	Read Replies (1) \| Respond to of 186894

Jeff: Re "the whole $1000 PC market" I'm planning to buy my daughter a PC as a an X-max present. The most attractive PCs are the Sony VAIO with matching monitor and I just have to decide which model to get. The 15' monitor is $500. The P-200 MMX is 1499, the P-233 MMX is 1699 and the PII-233 is 2199. I would love to get her a PII for longevity (and also, incidentally as an Intel bull). But the darn box makers do not price the boxes linearly with the CPU price - so I may have to forgo a PII. I strongly feel that until a linear realtionship between CPU price and end-user cost (all else being equal) is established, the PII doesn't get the the place it deserves. OTOH if I forgo a PII - I'll probably have to get her one in 18 months or so. So the eternal problem shows up as usual - buy a marginal system now for a few bucks saving and upgrade later - or buy something that you will be happy with for quite some time. A difficult question always - but even more so as an Intel shareholder. Best Regards JB PS The good news is that soon every family member (not just every family) is probably going to want their own PC.

To: Jeff Mills who wrote (41721)	12/8/1997 12:38:00 AM
From: hb	Respond to of 186894

Chart for intc indicates trading range of 74 to 82.Since there is deflation in pc market (too much supply of pc indicated by oversupply of disk drives, modems,etc) the margins for intc will be lower than what is predicted to be able to earn $4 per share next year. Given such flat earnings, is P/E of 20 justified based on next year's earnings?

To: Jeff Mills who wrote (41721)	12/8/1997 1:11:00 AM
From: Paul Fiondella	Read Replies (1) \| Respond to of 186894

So Jeff what do you do, throw away all the flyers with Cyrix or AMD chips and do a scientific survey on the remaining pieces?

To: Jeff Mills who wrote (41721)	12/8/1997 9:32:00 AM
From: Jeff Mills	Read Replies (2) \| Respond to of 186894

Fleckenstein's response: ======================= Dear Jeff, Please don't patronize me.If you think you know more about this than me fine.If you want to own INTC fine.I know all that stuff you sent me and alot more.INTC is my bigest short position by a factor of 4.You can laugh all you want to but you are WRONG.INTC has missed the 1000$ market.Just wait you will see.I hope you keep your loses to a manageable amount.INTC is a stock not a religion...... =======================