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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?


To: Sonny McWilliams who wrote (19714)6/2/1998 7:18:00 PM
From: Sonki  Read Replies (2) | Respond to of 27012
 
FTC/INTC worry about EEARNING warning not ftc & LU/MOT
further on INTC suit:
the top guy of the staff rcom to the ftc panel to sue intel. the ftc
panel which consists of 5 members will vote on this next week. the suit
is about intel bullying competition and customers. it appears the panel
consists of 3 new members. it is difficult to predict how they vote.
intel said it has no comment. intel will have a chance to argue with the
panel why intel should not be sued.
Analyst comment (Gruntel):
the suit aspect is built into the stk. the bigger worry is not suit but
the e and pc demand.. after the suit materializes, intel may go down 1
or 2 points under psychological fear.

MOT/LU have a joint venture on some communication equip.

mot/LU joint venture:
mot has been doldrums - weak in several sector- 52-wk low - analyts
believe there is some more down to go - it looks a floor of 50
This joint venture relates to tech. develop. of advanced DSP chips for
cell phones etc. This mkt appears to be around 15 B. Its immediate
competion is with TXN.

ANY one have opinon on TXN, MOT



To: Sonny McWilliams who wrote (19714)6/3/1998 5:40:00 AM
From: Frank Ellis Morris  Read Replies (1) | Respond to of 27012
 
Good morning Sonny,

Lets hope that the pressure on Intel will not drag all the other solid companies down with it as was the case recently. I have lost my confidence with Intel because of too many blunders and indifferences I have seen over the past several quarters. It was too easy to blame Tom Kurlaq as the culprit but Intel had its own inside agenda and
the plug should have been pulled by the shareholders long ago. When fundamentals change then buy and hold is no longer valid.

Have a good day
Frank