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

To: Joey Smith who wrote (44672)	1/9/1998 5:00:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Joey, All, Closing under Dow 7600 is bad news on a technical basis. What is the market going to be thinking about on Monday/Tuesday, fresh new earnings reports, or Asia? IF (big IF) Intel were to miss estimates by a significant amount, what would that do to the overall markets? If they were to give soft guidance in the conference call what would that do to the overall markets? Intel will have to say something about Asia in the conference call, this will be the first major tech reporting on the effects of Asia. What will they say and what effect will it have on the overall market? I'm not looking for answers (unless John Hull wants to send me an e-mail, promise I won't tell), just food for thought. Next week will be very interesting, and Intel will will be at center stage. $Billions will be made or lost depending on their results and comments. John

To: Joey Smith who wrote (44672)	1/9/1998 6:19:00 PM
From: Sonny McWilliams	Read Replies (3) \| Respond to of 186894

Maybe Indonesia will come around after President Clinton talked to Suharto for 20 min. Maybe we will get our money's worth and the market will zoom on Monday. Sonny

To: Joey Smith who wrote (44672)	1/10/1998 1:50:00 PM
From: Yousef	Read Replies (1) \| Respond to of 186894

Joey, Re: "What we will see in the next 6 months is basically a shakedown: survival of the fittest with the weak firms either going out of business ..." We have been having some discussions on efficiency and productivity over on the CYRX/NSM thread. Here is an example: exchange2000.com "BigBucks, Re: "When a corporation becomes to big to support itself due to high overhead costs then it has lost its efficiency and the shareholders suffer as their investment dwindles away over time." I also agree with this statement ... let's look at one particularly good metric for measuring productivity and efficiency of a company. The metric is revenue/employee/year. In fact, NSM has a slide/graph on their website with this metric: national.com Here's how the current CPU manufacturers stack up on this metric: Intel ............ $410,000/employee/year AMD ........... $175,000/employee/year NSM/CRYX . $200,000/employee/year (high estimate for '98) As even you can see, BigBucks, Intel is the most efficient and productive of these three companies. Why is it that you think that Intel has tremendous overhead?? Yes, Intel does have more employees ... but they also have much higher revenue." What are your thoughts?? Make It So, Yousef