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


To: gnuman who wrote (52805)4/13/1998 9:14:00 AM
From: gnuman  Read Replies (3) | Respond to of 186894
 
Paul. I see you're recommending Intel "puts" and "Shorts". "I will tell you this now - only once! Intel is reporting their earnings on Tuesday. The earnings and forward looking guideance may SPOOK ALL THE ANALYSTS! This may be a once-in-a-lifetime opportunity to buy ALL THE INTEL PUTS that you can afford on Monday. SO yes - BUY PUTS on Intel or short the stock. You have the opportunity for incredible financial gains. Why didn't you make these recommendations on the Intel thread?
exchange2000.com



To: gnuman who wrote (52805)4/13/1998 1:16:00 PM
From: Paul Engel  Respond to of 186894
 
Gene - Re: ""I recommend you stay away from (sic. Intel) if
you want to avoid a 20% drop."

The possibility of Intel taking a major nose-dive is always real. That I have never denied. Just look at what it it did on March 4.

Re: "where you think the new PII and Mendocino prices will be in Q4'98. Do you think Intel is attacking socket 7 with PII pricing?"

The Celeron should be selling at $100 by Q3.

The Mendocino - should probably be introduced at about $150 or $160 - right about where the Celeron is to be introduced tomorrow.

Incidentally - I believe Intel will introduce the Mendocino BEFORE the end of this year - WELL BEFORE.

As for attacking SOcket 7 pricing with the Pentium II - of course they are doing this. How else do you compete - Price and/or Performance. With the Celeron, it is Price. With Mendocino, it will be both.

Paul



To: gnuman who wrote (52805)4/13/1998 3:00:00 PM
From: dmf  Respond to of 186894
 
Gene: I appreciate the link when you are quoting someone's post.

The entire message (per your link) was a reasonable response. You have to understand the question to make sense of the answer:

Gerry - Re: "-just looking for something where the bottom can't fall out-only looking to
spend $20k-the question is which do people feel better about over the next 12 months
-intc or nsm?"

I would recommend you stay away from BOTH of these stocks if you want to avoid a
20% drop.

These stocks can get killed in an instant.

Intel already announced Q198 will see a 10% drop in revenue from Q497.

NSM already predicted they will post a LOSS in their next quarterly report.

Technology stocks go up fast and come down FASTER.

Paul

Seems as if Paul has been pretty upfront with everyone. What's your point?

dmf