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

To: Paul Engel who wrote (42497)	12/16/1997 11:39:00 PM
From: Fred Fahmy	Read Replies (1) \| Respond to of 186894

Paul, <In Q2/Q3 98, Intel's transition to Pentium II will be very far along and earnings will begin to pick up> This time frame should also coincide with pre Windows 98 hype. I expect that the tech's will rally in general as we approach the release of Windows 98. In addition, by then WS will be looking forward towards 1999 and Merced. FF

To: Paul Engel who wrote (42497)	12/17/1997 12:02:00 AM
From: denni	Respond to of 186894

>>Recently, "Wall Street" has woken up and realized that AMD and Cyrix (now NSM) can only LOSE money. some are still asleep. not sure if this has been posted: Barron's Weekday Trader: AMD May Be Poised For Rebound interactive.wsj.com!BT12/16++4646!BT12/16++4371!BT12/16++3753!BT12/16++3229!BT12/16++3095!BT12/16++2881!BT12/16++2837!WJ12/16+++137!WJ12/16++++64!&time=12/16+20:12

To: Paul Engel who wrote (42497)	12/17/1997 12:04:00 AM
From: mister topes	Read Replies (3) \| Respond to of 186894

The real problem facing Intel and depressing the stock price is the sub $1000 pc problem. Reports have Intel as very concerned about the impact of the low priced pc market on Intel sales and profits. The reality is Intel faces a lower than expected fourth quarter when results are reported in January, and the estimates for 1998 just keep coming down down down every day. It now appears possible that Intel will record declining profits in 1998 and could see per share earnings of only $3.50 next year which means the stock is still overpriced at twenty times declining earnings! This p/e multiple is absurd for a company that has traded at must lower multiples (along with other stocks) during recent years. Intel shareholders are in for more misery.