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

To: Frank Ellis Morris who wrote (53495)	4/15/1998 8:05:00 PM
From: Jimbo Cobb	Respond to of 186894

INTC is obviously going the way of the dinosaur...they can no longer compete...SELL INTC and LOAD UP ON YHOO immediately !!!! Yes, STRONG BUY on YHOO who just made a few million bucks for the first time ever and STRONG SELL on INTEL which just made another 1 and a half BILLION bucks in a BAD quarter.... YHOO is obviously a far superior company which much greater barriers to entry...as a matter of fact, I don't think YHOO will ever have any competition...they already have the market sowed up and it is growing by leaps and bounds daily !!!! Pretty soon all the Internet information will just come right through the air and be projected in a hologram-like image and you won't even need a computer to view it...INTC is done, it's over !!!! Don't just SELL, SELL SHORT !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! OPPORTUNITY OF A LIFETIME !!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! <g>

To: Frank Ellis Morris who wrote (53495)	4/15/1998 8:10:00 PM
From: lbs	Read Replies (2) \| Respond to of 186894

I think that you are overstating your position. Kurlac has been right concerning his calls on Intel over the last 6 months. As a long-term intel shareholder, I am disappointed with the results of the company, not with the opinion of an analyst. The fact is that Intel's earnings are going to be down sequentially for the fist time since 1989. Intel and the box makers have clearly gotten ahead of the market. Is this permanent, no. But blaming Kurlac is going to do no good. I think that Intel's long-term prospects remain strong, but their previous business model has taken it on the chin. Businesses are no longer willing to pay orders of magnitude more for the fastest chips. NT 5.0 and bandwidth will bring back the demand. Corporations will upgrade. Consumers will clearly see the need for more power. .25 microns will help margins. Accusing Kurlak of violating the Ricco laws is silly. Blame Andy Grove for not anticipating the sub 1000 PC and the slowdown in demand.

To: Frank Ellis Morris who wrote (53495)	4/15/1998 9:33:00 PM
From: Maverick	Respond to of 186894

Intel couldn't hold on to its early gains, as street began to take a deeper look at earnings report which offered little comfort other than vague promise of better results in the second half of the year... Of particular concern was the sharp drop in margins and the cautionary tone for Q2... In case you missed it yesterday, our take on Intel's report can be found at yesterday's Stock Brief... In sum, increased competition, lower prices, relatively soft PC growth and the paradigm shift away from processor speed and toward increased bandwidth all spell continued trouble for chip giant... Merrill's Kurlak bearish on company's near-term prospects... Report triggered rash of upgrades/downgrades. From Briefing.com