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

To: Mary Cluney who wrote (45557)	1/14/1998 3:43:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Kumar (he's the guy who predicted $1.05) still bullish on Intel. Says $100 within months...excerpt from InfoWeek Daily: joey Ashok Kumar, an analyst with Lowenbaum & Co. in Austin, Texas, says profits declined in the fourth quarter largely because of Intel's transition from Pentium to Pentium II processors. The Pentium IIs are priced higher than Pentiums but use more costly packaging and therefore have a lower gross profit margin. Intel expects revenue in the first quarter of 1998 to be approximately the same as the fourth quarter of 1997. The company expects gross profit margin to dip from 59% in the fourth quarter to about 55% for 1998. Still, Intel's future remains bright, Kumar adds. "We're looking at mid- to high-teens growth rate in the PC industry, which should bode well for Intel," he says. Kumar expects Intel's share price to approach $100 within months. The stock closed Tuesday at $76.38.

To: Mary Cluney who wrote (45557)	1/14/1998 4:45:00 PM
From: StockMan	Respond to of 186894

Mary, Re -- Analysts and managing perceptions and Mots P/E when compared to Intel.. MOT said that they expect 10% Q on Q revenue growth in 1H 98. Nobody noticed that it was negative growth sequentially. Intel said flat growth sequentially.. Therefore MOT has P/E of 28 INTC has P/E of 18. Besides where are all those dinners/classy presentations for the analysts. Gotta feed those guys you know, not talk to them about which parts of the processor causes decline in margins. Stockman P.S I prefer the details though. I suspect Intel is not catering to the analyst rather to the individual investor, and creating an awareness of the company in the general public.

To: Mary Cluney who wrote (45557)	1/14/1998 4:54:00 PM
From: Ken Bobey	Read Replies (1) \| Respond to of 186894

Mark's technical background gives him a better understanding of what's going on. If I recall the Fortune article correctly, Drew is up and coming without much of a track record... >We heard from him through Jim Cramer this morning on CNBC - apparently they talk all the time: >>>earnings were right in line with what he was expecting - not as low as it could have been and not unexpectedly too high - Intel is not the greatest thing since sliced bread - dead money for the next several months.<<< Yah, good recovery. I'm still waiting for Kurlak to speak. If that's the party line then he'll be toast again. I think he's hedging to buy time before "calling the next leg up" ;-) Too bad: we'll see INTC $100 by 1H98.