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

To: Paul Engel who wrote (57483)	6/8/1998 9:25:00 AM
From: Paul Fiondella	Read Replies (1) \| Respond to of 186894

The incentive to break away So when have you heard that phrase before Paul? The incentive to break away from going with the safe choice---Intel. THat is the message of the article you posted. Try this incentive: Another VAR comes in with a machine half the price, shows them it can run the programs faster than what they've got and says the price includes a 17" monitor. They look at the beautiful colors on the monitor, its size, the small text that you can still read and salivate over having that monitor on their desk. The VAR that hid behind the safe Intel choice is history. Consumers already know that sub-1K systems are not underpowered. When the business customers gain a little more experience with these products..... Notice AMD's emphasis on graphics. THe safe 17" monitor costs a lot more than $285. But I remember when Nokia and Nanao were not the safe choices, NEC was. Our friends in Taiwan are offering 17" .25mm monitors for $285.

To: Paul Engel who wrote (57483)	6/8/1998 11:39:00 AM
From: Ibexx	Read Replies (2) \| Respond to of 186894

Paul and all, Michael Gumport (of Lehman Brothers) must be in tears to have to lower AMD's estimates: _______ Monday June 8, 11:00 am Eastern Time RESEARCH ALERT - Advanced Micro Devices NEW YORK, June 8 (Reuters) - Lehman Brothers on Monday said it lowered its earnings estimates on shares of Advanced Micro Devices Inc (AMD - news) as a result of tough chip industry conditions. -- Q2 1998 earnings per share estimate lowered to a loss of $0.38 from a loss of $0.28; 1998 full year lowered to a loss of $0.85 from a loss of $0.50; 1999 full year lowered to a profit of $1.15 from a profit of $1.45. Ibexx

To: Paul Engel who wrote (57483)	6/8/1998 4:01:00 PM
From: Gary G. Withrow	Read Replies (2) \| Respond to of 186894

Paul, re:"The Pentium II is really designed for the mid- to high-end PC market," contends Cyrix's Swearingen. "It wasn't engineered to be in the sub-$1000 market. They're trying to get to play there through costreductions and manufacturing efficiencies." I'd say they must be doing a pretty good job of it. I bought a Sony PCV-210 (266MHz PII) yesterday for $999. Regards, Gary

To: Paul Engel who wrote (57483)	6/8/1998 10:11:00 PM
From: Maverick	Read Replies (1) \| Respond to of 186894

Salomon Smith Barney said it lowered its 2Q earnings estimate on INTEL CORP to $0.65 per share from $0.72, and its revenue estimate for the quarter to $5.6 billion from $5.9 billion, excluding unusual items. The rating was maintained as a buy. No changes were made to the estimates for the third and fourth quarters of 1998, or for 1999. The change was made based on the assumption of an aggressive reduction in personal computer channel inventories in the 2Q, the analyst said in a research note. A rebalancing of PC channel inventories could pave the way for a significant improvement in second-half 1998 results. (Reuters 03:32 PM ET 06/08/98)