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

To: Mike Wong who wrote (49801)3/5/1998 7:37:00 PM
From: Mo Chips  Read Replies (1) | Respond to of 186894
 
<<the earnings drop 10%>>

I think your math is off. Intel said rev to decline by 10% from Q497 and expenses will be higher that Q497. This means earnings to fall MORE THAN 10%. Not to mention C&T write-offs.

As a matter of fact, earnings estimates were generally revised down about 20%.

Mo



To: Mike Wong who wrote (49801)3/5/1998 7:52:00 PM
From: Investor A  Read Replies (1) | Respond to of 186894
 
According to IBM VP, John Patrick, IBM's vision of billions of connected computers is also not in desktop PCs, but in appliances -- TVs, VCRs, cellphones, ovens, vaccuum cleaners. IBM strategy: JAVA based software on every appliance. Microsoft is also serious about the size of that market. It's strategy: Windows CE 2.0.

These are what Brian Halla (CEO of NSM) and Fuchi on Cyrix thread have been talking about affordable "Information Appliances" or "People Computers". Brian Halla wants to expand this territory to an 800 millions unit market while Fuchi said that $20 gross profit per piece to power these devices would be great.

Merced will make money, but it is a replacement market, where the competition for turf will be fierce. Miniature PCs will be a new market, where there is no viable competitor on the hardware side.

If you do believe your vision on future, you might want to put all your money on NSM. NSM is the only company with all the necessary technology to explore this market to benefit peoples everywhere today.

Fuchi ­K Who loves Cyrix's innovations

Don't buy Intel processors! In stead, buy the processors from its competitors to keep Intel from long-term monopolizing x86 processor market while maintaining health competition and the PC innovations.
techstocks.com



To: Mike Wong who wrote (49801)3/5/1998 10:58:00 PM
From: Barry A. Watzman  Respond to of 186894
 
Mike,

Go back and read the press release again. REVENUE, not EPS, is expected to drop 10%, which will cause EPS to drop MORE than 10% by itself.

PLUS, margins dropping from 57%-59% expected previously to now 53%, will cause a FURTHER drop in EPS.

The drop in INTC share price today was not extreme given what was said in the release, in fact it was less than I expected.


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