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

To: Jurgen who wrote (41987)	12/11/1997 2:01:00 PM
From: kash johal	Read Replies (1) \| Respond to of 186894

I think the ASIAN exposure of hi-tech companies is overplayed. NSM as an example just reported numbers a few days ago and beat estimates. Yet they do 34% of biz. in ASIA. Another example is TSMC Taiwans largest wafer fab, they just announced excellent profits in last few days. The reason is that manufacturers in Taiwan, China, HK, Korea etc. buy these components and then promptly export the end product to US, Europe etc. So due to ASIAN currency debacle these exporters will be even hungrier for foreign exchange so will cut prices and export more. In addition all semi's perform majority of packaging and test offshore so their costs will decrease. The only significant ASIAN semiconductor CONSUMER to worry about is Japan. If Japan falls we will have major problems. Now someone like Gucci on your list is a completely different animal. They will probably have major problems. I hope investors will dig deeper and attempt to understand what's going on than just sell those stocks on your list due to ASIAN exposure. Best Regards, Kash

To: Jurgen who wrote (41987)	12/12/1997 12:33:00 AM
From: Paul Fiondella	Read Replies (3) \| Respond to of 186894

I find it very interesting that you post some decent facts about Intels Asian exposure after we heard a month of balony on this thread about how Intel was protected from it. If this thread is going to have some use to investors we have to have more such information. I still don't think we have gotten any decent opinions from all of the obvious former or current Intel employees here about when they are likely to preannounce if they do. Gene did say that they normally do not preannounce if within 5% of projections. Its obvious to me that the short term downside risk is a funcntion of whether they are going to eventually join ORCL to our surprise and grief. ============================== Watching the Korean situation, remember that the election there is the 18th. IF this blows up Intel will sink and then recover. People fled to IBM in the old days the day after a major crash. However whether people see Intel as a safe harbor will be a function of their Asian exposure and the overall state of their valuation. I wish somebody here could tell me what they think this stock is worth and back it up with something more that how many gates are o nthe head of a pin.