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

To: Mary Cluney who wrote (42356)	12/16/1997 10:37:00 AM
From: Joseph Pareti	Respond to of 186894

> I'm trying to keep my mind open, but I can't see a slow down in > PC demand anywhere in sight. You're probably right, but there is a shift to "Segment Zero" PC's (less than $1000) that will likely hurt profit margins at least in the near term. Moreover, analysts figure that Intel's 1998 earnings will expand even more slowly--by 11%, to $7.6 billion, according to consensus estimates from First Call Corp. ''The stock won't do well with that kind of earnings growth,'' says analyst Charles F. Boucher of UBS Securities Inc., who pegs Intel's 1998 profit growth even lower, at just 7.6%. source businessweek.com sorry ... I didn't take this into account in www4.techstocks.com

To: Mary Cluney who wrote (42356)	12/16/1997 3:36:00 PM
From: dmf	Respond to of 186894

Mary: RE: What am I missing? I enjoy your posts. In one of Andy Grove's recent interviews he mentioned that all those computers connected (whether they are low end or high end) go towards his vision. Servers and new technology will be needed as the number of connected pcs grows. By growing the low end Intel is growing the high end where Intel's latest and greatest will be welcomed (and needed) for those who want to serve those connected by pcs. It makes sense to me. Now, for every pc sold I envision the corporations that want to serve those connected pcs and the corporations that want to extend those pcs. They'll be doing (whatever they do) with the newest technology. We can be certain Intel will have a good chunk of that business. I think the Intel and Sun announcement makes perfect sense. McNealy and Grove both see the world connected...and have the "big iron" to see it happen. I know I can't contribute to the technical posts and maybe I haven't made any sense here, either. But I do see the world connected and Intel being a BIG part of that. Intel is VERY good at growing their own market. It's happening as I hit the keys on my Pentium 133 (and decide when, not if, I'll upgrade). dmf