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: Sonki who wrote (52495)	4/9/1998 12:01:00 AM
From: Jay	Respond to of 186894

Re "i see intel at $137.5 in june-july 99" That would be nice - but what are the chances of it happening? The x86 support is likely to be the most important part of the CPU. So while Intel spends countless $ supporting the PA-RISC etc on the chip - the clone makers will come out with x86-only CPUs with big L2 caches at a fraction of the cost. This will again muddy the waters IMHO. (OTOT Sonki - why do you want to move to FLA?)

To: Sonki who wrote (52495)	4/9/1998 12:50:00 AM
From: Richard Tuck	Read Replies (3) \| Respond to of 186894

Sonki, I think you are dreaming (137 price next June)! INTC will be at 50 pretty soon the way it is going. If quarterly EPS goes down to $0.60 and stays there (I think this may be optimistic given AMD's upcoming 350 MHz K6-3D and the resulting price war), that is a yearly EPS of $2.40. With a rather generous PE of 20, the stock price would be only 48. Why are most of the people here looking at Merced to bail out INTC. It might be great in 2000 or 2001, but until then, will Katmai and Willamette really be all that much greater than what AMD has to offer? In fact, will INTC be able to compete with the K7? For INTC to go up past 100 again in the next year, they are going to need either AMD to go under or a killer app that requires 400+ MHz PIIs. I don't see either happening soon. Just thought I would add my noise to the cacophony...