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

To: Sonny McWilliams who wrote (45955)	1/18/1998 5:48:00 PM
From: Kirk ©	Read Replies (1) \| Respond to of 186894

I heard Brinker say he was out of Intel at the market open after the Conference Call...I think he said $76.875 for about 10% profit on his $69 n change purchase. Brinker's reason given is lower margains thus a "do nothing" stock. I don't think lower margins are always bad as this aften implies higher volumes and thus higher total profits and greater EVA and ROA. Conference call summary: suite101.com More on Brinker: suite101.com I'm hoping someone calls his show and asks at what price he'd get back into Intel again? Same $69? Personally, I like anything under $70 is a buy and I'm holding long term my shares. regards Kirk out suite101.com

To: Sonny McWilliams who wrote (45955)	1/18/1998 6:30:00 PM
From: Barry Grossman	Read Replies (4) \| Respond to of 186894

Sonny, Last week he said he bought at 69 1/8 but at the same time he called Intel "a trading stock." Today and yesterday when explaining why he sold it, he said that the company said that their margins would be lower and revenues flat and that "the analysts" have lowered their 98 estimates to below 4/sh. It appears that Brinker doesn't really know anything about Intel except what he either wants to hear or what "the analysts" think. Whenever somone says, "Intel's margins are going to be down," I would expect them to also say, "but Intel has been saying that their margins will be coming down for a long time now, and they have trended down, BUT Intel has also said that they are not really concerned about margins - only total profit dollars." After all, it is profit dollars that go into the bank - not profit margins. $11B in the bank on 12/29/97. There will probably at least another $7-8B in profit dollars in 1998. Not too shabby - even if margins are down. Did Brinker mention that? Nope. And lets talk about his inconsistancy. He's forecasting a rise to new highs in the DJIA and the S&P by the end of June. Does he think that Intel won't participate in that rally? It appears so. I think he's correct about the coming rally but I think that Intel will lead the rally - not fail to participate as Brinker seems to think. JMHO. Barry