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


To: Jeff Fox who wrote (50681)3/17/1998 7:52:00 AM
From: Glenn D. Rudolph  Read Replies (2) | Respond to of 186894
 
INTC: ABN/CHICAGO COR has reiterated estimate for fiscal year
ending 12/98 of $3.55 on 03/12/98
INTC: JOSEPHTHAL & CO decreased estimate for fiscal year
ending 12/98 from $4.20 to $3.30 on 03/05/98
INTC: JOSEPHTHAL & CO decreased estimate for quarter ending
03/98 from $0.95 to $0.76 on 03/05/98
INTC: JOSEPHTHAL & CO decreased estimate for quarter ending
06/98 from $1.00 to $0.80 on 03/05/98
INTC: JOSEPHTHAL & CO decreased estimate for quarter ending
09/98 from $1.10 to $0.84 on 03/05/98
INTC: JOSEPHTHAL & CO decreased estimate for quarter ending
12/98 from $1.15 to $0.90 on 03/05/98



To: Jeff Fox who wrote (50681)3/17/1998 11:22:00 AM
From: Steve Porter  Read Replies (4) | Respond to of 186894
 
Jeff,

I understand.. my thinking is that Intel is making a mistake in that they will make a chip that everyone will think is a PII, but the performance won't match up to what people expect. I'm not sure how everyone has managed to overlook the "small" detail of public perception of the product. If the public perceives a product to be crap they will not buy it..

Adminitedly, some people perceive Cyrix or AMD to be crap and won't buy them for that reason.. Intel is risking their future on this cacheless PII idea. Now they can survive by increasing advertising but that is increasing $$$$.. I'm not sure how this will play out.

Steve

Cyrix/NSM Rule!



To: Jeff Fox who wrote (50681)3/17/1998 12:37:00 PM
From: Tony Viola  Read Replies (4) | Respond to of 186894
 
Jeff, Re: "With a less than elegant phrasing - Ted Waitt, Gateway 2000 CEO said it,

"Megahertz sells - everything else smells".

No wonder Gateway is doing poorly compared to companies like Dell. This CEO doesn't even know that, sometimes, adding more memory can have more effect re performance than upping the clock frequency of the CPU? Or, upgrading from IDE to SCSI drive can do the same? Or, adding L2 cache?

This guy is clueless.

Tony