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

To: Paul Engel who wrote (55455)	5/13/1998 2:59:00 AM
From: exhon2004	Read Replies (1) \| Respond to of 186894

Paul: Caught an article at WSJ interactive that talked about the impact on earnings that options would have at certain high tech companies if they were counted. Looks like Jerry's kids scored: How the cost of employee stock option grants would have reduced fiscal 1997 operating income at selected high-tech companies: In millions ------------------ Operating After Company Income Options % Difference 3Com $563 $460 18.3% Adobe Systems 236 194 17.8 Cisco Systems 2,136 1,884 11.8 Computer Assc. 1,034 926 10.4 Microsoft 5,130 4,672 8.9 Silicon Graphics 123 -9 -- Digital Equip. 78 -37 -- Nat'l Semi. 32 -7 -- Apple Computer -403 -465 -- Advanced Micro -91 -129 -- General Instr. -10 -33 -- Source: Bear, Stearns & Co. Don't know why they don't calculate changes from a loss position to a bigger loss position in percentage terms. Heck, it looks like AMD's loss woulda been about 40% larger if options were reflected. They did not use Intel as an example, probably didn't lend itself to making the point. Check out Silly Cone Graphics! Best Regards, Greg Gimelli

To: Paul Engel who wrote (55455)	5/13/1998 7:09:00 PM
From: Harry Landsiedel	Read Replies (2) \| Respond to of 186894

Paul. Re: "Let's be thankful that Intel is controlling this technology deployment schedule." Believe me I am. That is the main reason why my Intel investment is "untouchable" (even tho' my broker suggests "lightening up"). But I do find it frustrating that Intel's customers, like Dell and Gateway, are benefiting more from Intel's superb execution than Intel seems to be. What's hard for us to see here is how well Intel is doing because the results are clouded by the short term (I hope) inventory correction. In this week's Business Week, Intel ranked in the top ten in total profit for 1Q 98. When I read your posts or others on Intel's roadmap, I feel a lot better. Do you think this problem of getting more software for hi-speed chips is one reason Andy is moving to Chairman, so he can jump-start that effort? HL