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

To: Paul Engel who wrote (43252)	12/27/1997 7:32:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

So everyone loved post 43221... The real joke is that even though you wrote it sarcasticly...IT's TRUE...And so it goes...Wall Street jumps at any chance to declare the computer "dead". Also, somewhere down the line, every Analyst has learned that a price cut means a company is going down the drain. Someone should rewrite that textbook. Jim

To: Paul Engel who wrote (43252)	12/27/1997 10:13:00 PM
From: Shahen Petrosian	Read Replies (1) \| Respond to of 186894

> Alas, the year is nearly over and AMD is below $17.75 per share and > their market share is still below 10%. Hi Paul, Your comment sparked a question that I was hoping you'd have the answer to. How does AMD's current market share of 10% compare to their best market penetration in the past? I bought my first shares of Intel during the 486 days and that's pretty much when I started getting interested in AMD as a potential Intel news item. Are the current price pressures between the two companies any different than they were back in the 486 days? Also, last quarter you had a pretty accurate forecast of the quarterly report based on Intel's guidance at that time. Once the actual report came out I was impressed by how close you got. Care to do it again? I'm specially eager to hear your opinion on percentage PII revenues as I think an impressive number there would be as important as meeting the estimates. Happy Holidays! Shahen.

To: Paul Engel who wrote (43252)	1/1/1998 10:32:00 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Paul, One of the classic "bashes" by an analyst was last April when Intel reported outstanding results at about 4:05 PM. AT 4:06 PM, Erika Klauer (then with Salomon) was being interviewed live on CNBC and she was downgrading Intel instantaneously - without having had time to EVEN READ INTEL's QUARTERLY REPORT. As far as fundamentals go, she was right. Wasn't Q1 97 the last quarter with significant growth? The stock price topped about a quarter later, when everyone else realized it. Joe