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

To: Paul Shread who wrote (56836)	6/3/1998 5:07:00 PM
From: Bald Man from Mars	Respond to of 186894

<< I can't believe a company this great is going to stay down forever. Maybe it's the 1980s again and time to reinvent themselves? >> Stop exaggerating, it has only been a year or two where we did not go anywhere, but of course, a year or two do feel like forever.

To: Paul Shread who wrote (56836)	6/3/1998 6:33:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Paul, >>>"I can't believe a company this great is going to stay down forever. Maybe it's the 1980s again and time to reinvent themselves?" Reinvent themselves to what? Looking at another segment besides PCs, read Doug's research that he did on projected server sales, 1997 vs. 2001. 2 million vs. 8 million. That isn't growth? Intel is estimating that they should get about 80% of the servers in 2001, or 6.4 million. Doug said John Hull thought 2.5 Xeon's might be average per server. If the chips went for $500 each (may be low because Intel has NO competition for Xeon) that's revenue of 6,444,000x2.5x500 = $8 billion. Not bad for one product, but you know it can't be quite that good. The neat thing is that, even if competition recognizes this tremendous opportunity, and tries to copy Xeon, server companies won't even look at them. This is because of their poor track record in the areas of yield and reliability. Consumers may not know this, but, believe me, every company in the computer business does. One problem Intel and the stock has is perception. A lot of people think all they make is cpu chips for home PCs. A lot of others are waiting for the "Intel Killer" to show up. AMD comes out with a new chip and everyone says 'that's it, Intel is dead'. Then, AMD can't even build it in decent yields for a year (yet?). Now, they have the K6-2 something. The guy in the office next door is a super sys-admin, specializing in UNIX, Sun servers and networks, but he doesn't follow the PC world much. Today, he says 'I see AMD has a new chip that's faster than anything Intel has.' I say, even Intel's 400 MHz PII? Says, paper said anything. No, wrong, no way. But Intel, even in this valley where they provide thousands of jobs and put a lot of $$ back into the community, gets no respect. Everyone likes the underdog. I can also, but not when they continually deceive the public and stockholders, and ship chips that are bound to fail at a high rate (AMD). Hang in there. Processor revenues and profits will start up again, and soon. Tony