Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: miraje who wrote (48307)	2/20/1998 8:59:00 PM
From: Paul Engel	Read Replies (6) \| Respond to of 186894

Jim - Re: Kurlak First, Intel's ASPs ROSE last quarter. Second - Intel dominated the sub $1000 PC market and MADE MONEY on it. Their primary chip was a Pentium MMX (166 - 200 MHz) at 140 sq. mm. Intel's Covington will be 0.25 micron, 131 sq. mm (before compaction - it may get smaller). Hence, Intel's costs will come DOWN by switching to Covington. They will make MORE MONEY in 1998. Third - what are the alternative investments in Semiconductors? AMD, Cyrix/NSM, TI, Motorola, Cypress, Micron? AMD and Cyrix LOST MONEY - their market share is precarious - AMD can't yield enough chips and Cyrix's chips are too slow - even Brian Halla admitted that. If Brian Halla says Cyrix's chips are too slow to sell, where does Kurlak come off saying that existing chips are powerful enough? Answer - he's stuck o Wall Street and needs to talk to a few corporations and private citizens to figure out what is going on in the real world. Intel is the BEST - plain and simple - the best in the best market place. Intel's stock price rise reflects investors' optimism and hope that Intel knows more about the CPU business than a cloistered wag on Wall Street. Intel knows more about their business than Kurlak knows about his business (or Intel's business). Paul

To: miraje who wrote (48307)	2/20/1998 9:59:00 PM
From: StockMan	Read Replies (1) \| Respond to of 186894

Jim, Re -- Kurlack and article Kurlack says "We are trying to play the major fundamental moves in a company's fortunes, where we can make a lot of money on the upside, and protect ourselves on the downside." Kurlack doesn't know what fundamental moves are. He has a LONG TERM BUY on Intel. Fundamental changes do not happen in 6 months. Short term Blips happen in 6 months. This Wily Dog Kurlack is begining to appear more and more idiotic. Stockman

To: miraje who wrote (48307)	2/21/1998 2:09:00 AM
From: Chung Lee	Read Replies (1) \| Respond to of 186894

James, Re: Kurlak, "As the sub-$1,000 computer becomes a bigger part of the PC market, the question you have to ask yourself is how long until Intel's average selling price is $80." news.com Upcoming high-end Pentium II chips represent more than a technical redesign. They are a way for Intel (INTC) to raise prices and continue to drive its high margins. Future "Deschutes" Pentium II chips based on the Slot 2 design will range in price from $1,200 to almost $2,000 in volume, with the most powerful chips in the line possibly approaching $3,000 at the time of release. (mid to year end 98 time frame) My question is; does this "ax" Burlap3D+ know what the %$#@ he's talking about? All he sees are the Geo Metros and ignore the Cadillacs and cash cows SUVs. Wonder if he drives a Geo, it takes him from point A to point B, that ought to be enough for him. Chung members.aol.com

To: miraje who wrote (48307)	2/21/1998 1:44:00 PM
From: Craig Schilling	Read Replies (1) \| Respond to of 186894

JB, As a person who worked on the street I can tell you that an analysts heart is in moving the price to the firms side of the trade in the short run but then saving your ass in the longer term. ML obviously took the short side in the semi industry in late 97. Kurlak has been their savior any time the trade has gone against them. This time people are getting smarter to these games and are beginning to ignore analyst short term calls and even taking the other side of the trade (MU is a case in point). Wintel is here to stay as the industry standard (CIO's wouldn't risk their career going any other way) and Kurlak will have to change his tune as the price continues to move upward on INTC (once stocks hit $90 on good momentum they have an 80% chance of going to $100) or his stats will look terrible for the year. Of course we all know that once an analysts stats drop as compared to their peers there goes the large salary and bonus incentives. Personally, when Kurlak makes a positive call on INTC I will use that as the time to take some money off the table so I hope he continues to stay cautious on the industry. Craig