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

To: Jurgen Trautmann who wrote (3188)	7/8/1998 9:21:00 AM
From: smolejv@gmx.net	Read Replies (1) \| Respond to of 11051

>>A Intel-"inside"-number: the net-cost of one cpu (the in highest numbers produced type) lays about $ 10 - even this is not so far from a CD-ROM + books in a package. << This is the cost of Si I guess. Just takes a fab and you're done. Same comment re CD-ROM and books in a package. >>high reliable database-servers - and this is the biggest market of all considering the exploding importance of internet-business.<< How big is this market for INTC (honest)? How big compared to Chinese storming into the stores to buy Cyrix and SEGA-based game PCs? How much competition alphas and AS400s etc? DJ PS: SAP down ~1% to 1050 in F/M in sehr moderate trading

To: Jurgen Trautmann who wrote (3188)	7/8/1998 11:13:00 AM
From: Marc Schiler	Read Replies (1) \| Respond to of 11051

Jury and DJ, Genau, vraiment, "discussing". And I continue to learn thereby. The most telling short term comment is Jury's "In a very personal sight of things I can bet on Intel's rescue 10-times cheaper (mas • menos) than on MSFT's growing - caused by the actual stock-prices." INTC is now beaten down, and all of the other things that you both say are true, therefor a "rescue" or resurgence is likely. It is something like the "dogs of the DOW" theory: that the best buys are good companies which have been beaten down, rather than momentum companies on a roll. INTC qualifies, and will recover. But I question how far it will go because of the factors I mentioned before: real commodity versus intellectual property. Of course, if today's early action is any indication, INTC will hit 100 again pretty soon. Regards, Marc