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

To: Jim McMannis who wrote (54839)	4/30/1998 11:30:00 AM
From: Gersh Avery	Read Replies (2) \| Respond to of 186894

Hi Jim .. You know .. one thing that I didn't mention. That is what happens to the price of INTC when win98 gets delayed. Gersh

To: Jim McMannis who wrote (54839)	4/30/1998 9:14:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Jim - Re: " it still doesn't explain what happened to the stock price. " Ths stock went down...then up..then down... ---as earnings went down..then up ...then down. You have assumed the mentality of a trader when it comes to Intel yet you seem to have bought and held on to Cyrix which has plummeted in value while you have held your Cyrix "INVESTMENT". Why not take a few hundred words to describe how much better your Cyrix has done for you over the past 2 or 3 years vs. how Intel has done for many of us who have it (Intel) for 2 or 3 years. Paul

To: Jim McMannis who wrote (54839)	5/1/1998 2:50:00 AM
From: Jeff Fox	Read Replies (2) \| Respond to of 186894

Jim, re:" That may be true but it still doesn't explain what happened to the stock price." Look all - I am an Intel bull but I'm not afraid to say it. Intel revenue growth has stalled. Just that simple. The reason is that value erosion has outpaced unit growth for Intel's major product lines. The pundits are quick to credit AMD. I am sceptical because I can read the projected prices off of Intel's former roadmaps. They happen to match. There is a real problem with performance demand stagnation and thus declining ASP's. All this has been said on the thread ad nausium. But that's this last year - what about next? 1. Intel must hold today's level on the desktop and notebook. Nuff said. Intel can hold the line with Celeron and PII. I can even dream of marginally increasing ASP's and new foreign. However nothing is going to change rapidly in these markets for Intel. 2. Intel must achieve rapid growth in Intel Architecture workstations, file servers and compute servers. These are targets for rapid unit growth at excellent ASP's. Intel will be doing what it does best - drastically cut the cost of servers while providing rapidly ramping volumes of quality product. Look for servers to make up a large percentage of Intel revenue by the end of 1H98. If this looks off track then worry! 3. Increase Information business penetration - This is the "everything else" category such as network and flash. Look for Intel to make new businesses and pray that they can be worthy. Jeff