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

To: Paul Engel who wrote (52518)	4/9/1998 1:53:00 AM
From: denni	Read Replies (1) \| Respond to of 186894

>>"Sandernistas" i like that. all we need is a little patience. intel will continue to be the great monopoly that it is for many more years.

To: Paul Engel who wrote (52518)	4/9/1998 4:13:00 PM
From: Harry Landsiedel	Read Replies (2) \| Respond to of 186894

Paul Engel- Re: "It would seem that too many people have concluded that Intel became the largest semiconductor manufacturer in the world, and one of the world's most profitable companies, by accident." Here's a quote from a recent Louis Rukeyser's Wall St. According to Byron Wein, Morgan Stanley biggie, "I'm still very bullish on Intel... I'm a great believer in buying great companies and holding them. And you can't do that without experiencing periodic setbacks. Intel is going through a soft period here, but it still has the characteristic of being able to continuously regenerate its own product line. It hasn't had to catch up with other innovations, and that's a powerful asset. It think Intel is going to continue to be a good investment, and I don't think its p/e ratio is exorbitant." Someone in the investment world gets it. HL

To: Paul Engel who wrote (52518)	4/9/1998 8:20:00 PM
From: Barry A. Watzman	Read Replies (3) \| Respond to of 186894

Paul and all, My boss just came back from CeBit and immediately thereafter a technical conference sponsored by a well known research firm one of whose divisions specializes in the microcomputer industry. AMD K-6 3D was all over CeBit, I am told, and was very impressive. The analysts at the conference (these are NOT stock market people or analysts) were saying that AMD is on the verge of huge success, the yield problems are solved, the K-6 3D is real and very well designed, and Celeron is a turkey. As a significant Fortune 500 company that is an OEM, we have a Celeron, I had my hands on it today, although I haven't seen it running in a system yet. From what I'm hearing, and from what I saw, I am tending towards the thought that this is one idea that would have been better left in the think tank; perhaps they would have been better off just bargain-basementing 233 MMX's until they had the 2nd generation Celeron chip with cache. I think that Intel's going to have a rough time of it until Merced comes out, I don't think that the current problems are short term, or that Intel has seen the worst of what is happening. I do still think, in the long run, that Intel will rule, but this is going to be one tough year, and it may continue through much of 1999.