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Technology Stocks : INTEL TRADER -- Ignore unavailable to you. Want to Upgrade?

To: smolejv@gmx.net who wrote (3157)	7/1/1998 5:53:00 AM
From: Berney	Read Replies (1) \| Respond to of 11051

Janko, Re: Our Beloved INTC I'm just trying to not fight the tape. Every time ML's Kurlock (sp?) opens his mouth, he kills the stock. We both know the company is fantastic and you couldn't ask for better -- the dominant player in its industry, generates lots of revenue, gets the revenue to the bottom line, probably one of the greatest innovators in the US, lots of cash flow, a clean balance sheet, etc, etc. Alas, we're not buying the company, we're buying the stock, and in the short-term I think I can do better with the funds by daytrading XYZ. Just MHO. BWDIK Berney

To: smolejv@gmx.net who wrote (3157)	7/1/1998 6:25:00 AM
From: Jurgen Trautmann	Read Replies (1) \| Respond to of 11051

DJ, am I allowed to answer (re Intel)? Just a few thoughts. - We all know that Intel's competition offers faster CPU's for a better price. I think, this was and is a main-argument for all who was selling Intel during the last month. IMO this is coming out better than we thought: First the competition is not able to supply the numbers - neither they have enough capacity nor they have a sufficient problem-free production. Second look at the buyers. Nobody likes to risk malfunctions for a few bucks. It's the "safe" way to bet on "Intel inside" - remember the long time when IBM was bought quite at EVERY price, sometimes without having a product - just for promises. Third among all investors we have here a lot of calculation, considering, intelligence (even the male humans of us, n'est-ce pas, Lisa?) - but nevertheless, we are not free from "trust" and "feelings", when we buy (or sell) stocks. What I mean is, the market are DEEP disappointed from Intel, and it needed a long time to come to the recent P/E's. But I'm sure, that's the same as when a longtime "hated" friend comes back saying "forgive me!" - they will RUN and buy Intel again with tears in their eyes. I think a single strong signal, and we will see not just a moderate buying but a rally like you've never seen before followed by P/E's in the same region we use to see with Microsoft, Lucent, Dell and so on. OK - so my basic question is: Can we hope for essential good news from Intel? As I mentioned before, this is not a question of Intels (undoubtable constant) market-share. This depends on the PC-market itself. As we could learn, from Jan-May we had 30% plus followed by a 0-increase in June. By what we hear about Windows 98, I rather would guess that 30% are our reality than 0 percent. High-price-box-assemblers like Dell, IBM and HP are soaring more than ever. These are Intels core-customers. Take your clues yourself. What I'm thinking? Here my bets: 6 100 APQAD ADAPTEC INC JAN 99 20 C 1 6 50 BA AK BOEING COMPANY JAN 99 55 C 7/8 6 20 BA AL BOEING COMPANY JAN 99 60 C 5/8 6 20 LBOAL BOEING COMPANY JAN 00 60 C 3 1/8 6 20 LBOAN BOEING COMPANY JAN 00 70 C 1 3/4 6 100 LDEAD DELL COMPUTER JAN 00 120 C 18 1/8 6 20 LGRAT GENERAL ELECTR JAN 00 100 C 9 7/8 6 250 LKPAH COMPAQ COMPUTE JAN 00 40 C 4 1/8 6 20 LMFAT MICROSOFT CORP JAN 00 100 C 26 6 25 LMKAH MERCK & COMPAN JAN 00 140 C 17 7/8 6 50 LNLAD INTEL CORP JAN 00 120 C 4 6 25 LPEAF PFIZER INCORPO JAN 00 130 C 14 6 25 LZGAM GILLETTE CO JAN 00 65 C 6 5/8 What market is thinking? Look at Intels contract-price. It's just a few days ago that we needed a nearly 100% growing for a gain... Am I the only one here betting on INTEL? Every opinion is welcome. Happy trading! Jury PS: Berney, I wish you that this DIS-mess will rebound soon!