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

To: SC who wrote (59992)	7/14/1998 7:47:00 AM
From: Glenn D. Rudolph	Respond to of 186894

INTC: PIPER JAFFRAY increased estimate for fiscal year ending 12/98 from $3.05 to $3.13 on 07/10/98 INTC: PIPER JAFFRAY increased estimate for quarter ending 06/98 from $0.62 to $0.70 on 07/10/98

To: SC who wrote (59992)	7/14/1998 8:46:00 AM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Shawn, pretty much the same old news. 2 major criticisms I have for the article: 1). when talking about margins, the author totally ignores the cost side of the equation. I wouldn't underestimate cost saving Intel is achieving using .25m, scale efficiencies, cutbacks, etc. Yes, price is going down, but so is cost. 2). Author way-off with regards to Xeon. He says Xeon will have tough going against SUN. Huh?? Xeon is invading SUN's turf, not the other way around. From the specs I have seen so far, XEON will be a big winner, and its Sun who should be worrying. We'll find a lot more about Intel tonight!!! joey

To: SC who wrote (59992)	7/14/1998 9:30:00 AM
From: Tobias Ekman	Respond to of 186894

Re: Jubaks article " I run Jubak's Picks with a 12- to 18-month time horizon." >Looking out< , >Intel still looks like dead money< >until< >sometime in 1999.<"" Thats a short time horizon for a stockinvestor. Even Jeff Vinik with Fidelity couldnt predict the market. He thinks it will go up sometimes in 1999,- When? I dont want to be out when intel goes up. I think his strategy is a losing one. But I could be wrong. regards Tobias