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

To: miraje who wrote (49382)	3/4/1998 5:25:00 PM
From: Jimbo Cobb	Read Replies (4) \| Respond to of 186894

HAMMER TIME !!!!!!!!!!!!! The party's over !!!!

To: miraje who wrote (49382)	3/4/1998 5:38:00 PM
From: Brad Rogers	Respond to of 186894

From Ron--Intel would be best served by buying its R&D by buying Cube. Intel desperately needs digital video capabilities and quickly. The increase in capital spending is way too little way too late. With Intel's cash, it can buy its way into the current technology--I recommend Andy Grove call Alex Balkanski at C-Cube ASAP.

To: miraje who wrote (49382)	3/4/1998 5:39:00 PM
From: BelowTheCrowd	Read Replies (2) \| Respond to of 186894

Should settle in the mid to upper 70s tomorrow, with possibly a major dip in the first few minutes of panic. I'll have a buy order in at 70.5 just for fun. It's worked before. Predictions going forward (purely opinion): This preannouncement will hit other semi makers as well. AMD will have significant difficulties raising the cash they need for capital investment through either the planned equity offering or through debt financing. This will squeeze them bad over the next few quarters, giving INTC a chance to further marginalize K6. Memory makers will tank in sympathy, and further financing for capital purchases will be hard for them to come by (the Koreans are already in trouble!). INTC will take the opportunity to lock in cheap memory supply going forward. All this gives INTC the opportunity to squeeze equipment makers a bit as well, locking in equipment for the next generation of fabs while others can't afford to buy. When all the dust settles, INTC will "surprise the street" by announcing numbers which are down about 5%, probably making some excuse about how Asia didn't impact their numbers as much as expected. They'll emerge stronger, with a better asset base, supplies locked in at good prices and with their competition significantly weakened. Grove knows how to buy these dips as well as anybody in the world. mg