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

To: williet who wrote (42185)	12/13/1997 1:22:00 PM
From: Tunica Albuginea	Respond to of 186894

Williet, Re: "The FED will LOWER interest rates at the Jan meeting and that will be the stimulas that send the market above 9000 and off to 10,000 by 1999.". I agree and disagree. Disagree: I don't think the Fed will ower interest rates because THEY HAVE NO CLUE as to what lies ahead and how to measure it.( Read yesterady's excellent editorial in the WSJ by Editor Claudia Rosett , " Greenspan's dilemma ", ( still on your news stand, worth buying and clipping ), one of the best I 've seen all year. Agree: I think interest rates will be defacto lower because of low inflation and lower demand for money from Asia and gun shy consumers; Bonds will take off and stocks will take off, ....until Feb, when we'll get back to " worrying again ". This has been a manic-dpressive bull market from the get go 1990, and will remain so until it ends. Get used to it, and get over it !!!! < GGG >.( just kidding ). TA

To: williet who wrote (42185)	12/13/1997 1:24:00 PM
From: Harry Landsiedel	Read Replies (1) \| Respond to of 186894

WILLIET. Re: "here is blood in the streets right now and that is a sign that we are very very very close to the bottom." Agree. "I do not see any motivation for the MF industry to pour billions into INTEL prior to the XMAS selling season prelim reports due the first week of 1998." IMHO they will start buying Intel again when it starts going up. They won't want to be left behind. When that will start is anybody's guess. HL

To: williet who wrote (42185)	12/13/1997 4:00:00 PM
From: Barry Grossman	Respond to of 186894

Williet, Re: "I read an article a few months ago that stated that the projected growth of INTEL over the next five years 1997-2002 would be over 500%, at that time I could not see how the author could be wrong." I'd like to read that article too. Do you remember where you saw it? I like your Y2K BIG SILICON replacing big steel scenario. Merced/NT/unix/whatever servers will be one of the chief beneficiaries of that equipment changeover and will drive earnings strongly then. And this is all NEW BUSINESS! The PII in it's many forms will be driving all the other ends of the pc spectrum. AMD, NSM/CYRX, APPL and others will still be around but even less of a factor than they are now. Hope you're right about the stock. I don't think the Fed will be ready to drop rates as early as Jan as you do. Whatever the slowdown in growth that the Asian turmoil has caused is enough to slow down what the Fed has perceived as bit overly-fast growth rate, so I think they'll do nothing. After all, now that long bonds have dropped below 6%, that will also add a positive stimulus to the ecomomy and will tend to increase growth. The Fed should stay out at this time. JMO. Barry

To: williet who wrote (42185)	12/13/1997 5:19:00 PM
From: John Mansfield	Respond to of 186894

Y2K-INTEL - Profit from migration to C/S UNIX systems? Hi Williet, I think Intel will profit from Y2K; but mainly on the desktop. huge replacements of non-compliant 386, 486, even many pentiums are necessary (heard that at least 70 % of pentiums sold last year are not compliant; they need at least a ROM BIOS update). But I do not completely agree with the following (if I have understood you correctly): << I believe that their secret weapon is Y2K and corporate America answering the challenge of replacement of old big steel with sleek more efficient INTEL based UNIX servers. IMHO >> Companies only have very little time left for remediation. They do not have time left to migrate from IBM MVS to C/S on UNIX systems. That is what can be read on all discussion boards on Y2K; newsgroups etc. So I do not see huge revenue streams for Intel in that segment. Any thoughts? Regards, John