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

To: Fred Fahmy who wrote (60245)	7/14/1998 8:29:00 PM
From: Rauf A. Adil	Read Replies (2) \| Respond to of 186894

Also add, -- channel problems -- bloating inventories -- more labor, less productivity--> job cuts -- Capacity utilization at ~= 60% of Max val. -- supply chain, distribution chain bottlenecks -- Asian flu turning into a chronic disease -- Declining European revenues -- Merced delays -- Celeron, proving to be a DOG etc. etc. and you can see the picture of things to come. Rauf ------------------------------------- Fred Fahmy on Jul 14 1998 8:19PM EST wrote; > To "great pipeline" you can add > - superior management > - tremendous resources > - unmatched manufacturing prowess > - mind boggling capacity > - great brand awareness/marketing > - core products at the heart of a global technology revolution > which is just beginning

To: Fred Fahmy who wrote (60245)	7/14/1998 8:32:00 PM
From: The Vinman	Read Replies (2) \| Respond to of 186894

<<A penny here, a penny there. Who cares.>> It was not long ago when if the big tech companies missed whisper numbers, forget the estimates, they were brought out and slaughtered. The environment on the Street has completely changed according to the state of the tech sector. Now its "ok" to miss estimates, we just want to know what you think about the next couple of quarters. INTC has three Gods, the real God we all have, the liquidity God, and the interest rate God. INTC should bow down and thank all three, without them this stock wouldn't be near $80. Why all the AMD bashing? We all know AMD sucks, I, the one and only Vinman, was on the AMD thread in February bashing AMD and their business. But who cares how much money they make? They are still in business(for now), and as long as they are they represent competition for INTC. Vinman

To: Fred Fahmy who wrote (60245)	7/14/1998 8:38:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Fred - Mendocino/Celeron Plans for Intel Look for Intel to launch the Mendocino around August 24 - with several hundred thousand Mendocinos shipping around that time. The article is below. Paul {=================================} techweb.com July 12, 1998, Issue: 798 Section: NEWS Celeron Family Grows To Four Cpus Joseph F. Kovar Santa Clara, Calif. - Intel Corp.'s Celeron family of CPUs soon will grow to four models when the chip maker releases two of its Mendocino series processors later this quarter. The company will release 300MHz and 333MHz Mendocino chips with on-die 128 Kbytes of Level 2 cache, a spokesman said. The Santa Clara-based company also will continue to ship the 266MHz and 300MHz Celeron CPUs with no Level 2 cache. The company refused to discuss the release date or pricing for the Mendocino chip. While Intel claims the performance of Mendocino significantly will improve with the on-die cache, actual performance will vary according to application, said Nathan Brookwood, principal analyst for microprocessor and core logic at market-research firm Dataquest, San Jose, Calif. Cache does not have much effect on performance for applications such as MPEG and multimedia but can help boost performance 20 percent to 30 percent in word-processing or spreadsheet applications, said Brookwood. It is harder to compare Mendocino and the Pentium II, Brookwood said. The Pentium II has a 512 Kbytes of Level 2 cache, four times larger than the Mendocino processor. But the Pentium II's external Level 2 cache runs at half the CPU's clock speed, while Mendocino on-die Level 2 cache runs at full CPU speed. "If the Mendocino finds what it needs in its [smaller on-board] cache, it wins in speed," Brookwood said. "But the Pentium II, once it looks in cache, is more likely to get what it's looking for." The net result is the 333MHz Mendocino will leave a cacheless Celeron in the dust, Brookwood said. It will be close to the 233MHz and 266MHz Pentium IIs in performance. Brookwood said he expects the 333MHz Mendocino to cost just less than $200, compared with about $110 for the 300MHz version. "They have to fit in between the Covington Celeron at the low end and the Pentium IIs, which will start at about $200," he said. Copyright r 1998 CMP Media Inc.

To: Fred Fahmy who wrote (60245)	7/14/1998 8:40:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Fred, and all, courtesy of Moonray over on the LSI thread. A bunch of one liners on the earnings (looks like DBC), some of which I don't think made it here yet. (Got the Chips and Technologies charge into the wrong Q again!). I doodled in some comments (italics). To: E. Graphs (13514 ) From: Moonray Tuesday, Jul 14 1998 6:26PM ET Reply # of 13532 18:03 [INTC] INTEL SAYS COMPETITIVE PROCESSORS AT LOWER-END OF RANGE. HUH? 18:02 [INTC] INTEL: $145 MILLION INCOME FOR NEXT QUARTER INCLUDES CNET SELLOUT. Work on that 3Q bottom line! 18:01 [INTC] INTEL SEES MID-TEEN PERCENT FOR PC MARKET GROWTH; IN LINE WITH EXPECTATIONS. Intel should be able to work with this. 18:00 [INTC] INTEL: ASIAN MARKETS LOOK "INCREASINGLY INDEPENDENT". HUH? Means OK regardless of disaster over there? 17:54 [INTC] INTEL SEES PROCESSOR PERFORMANCE GOING UP/WORKSTATIONS GOING INTO THOSE MARKETS. HUH?, unless Xeon, later Merced effect? Yeah, you have to read it a few times 17:54 [INTC] INTEL SEES NEAR-TERM DISPLACEMENT OF PENTUIM II SHIPMENTS. By something else Intel, I hope. :-\ 17:52 [INTC] INTEL: OVERALL VOLUME "RELATIVELY SMALL", WILL SEE GROWTH OVER NEXT FEW QUARTERS. Love that "growth over next FEW* quarters"! Ballsy for Intel.* 17:50 [INTC] CIBC OPPENHEIMER ANALYST QUESTIONS INTEL INVENTORY CORRECTION LENGTH. Could use some more words here! 17:47 [INTC] INTEL: FLAT TO SLIGHTLY INCREASING REVENUE IN Q3 SUPPORTED BY BACKLOG. Alright, love that backlog word! 17:45 [INTC] INTEL SEES Q3 REVENUE "FLAT TO SLIGHTLY UP". 17:43 [INTC] INTEL SAYS MICROPROCESSOR MARKET SHARE DECLINED SLIGHTLY IN Q2. 16:26 [INTC] INTEL SAYS UNIT SHIPMENTS OF FLASH MEMORY UP FROM Q1 LEVELS. 16:26 [INTC] INTEL SAYS MOTHERBOARD UNITS SHIPPED FLAT WITH Q1 LEVELS. 16:26 [INTC] INTEL SAYS MICROPROCESSOR UNIT SHIPMENTS DOWN IN Q2 FROM Q1 LEVELS. 16:24 [INTC] INTEL SEES Q3 EXPENSES 3 TO 5% HIGHER THAN Q2 LEVELS OF $1.3 BLN. 16:23 [INTC] INTEL SEES FULL YEAR GROSS MARGIN VIEWS UNCHANGED AT 52%. 16:23 [INTC] INTEL SEES Q3 GROSS MARGIN UP FROM Q2 LEVELS OF 49%. 16:22 [INTC] INTEL SEES Q3 FLAT, SLIGHTLY ABOVE Q2 $5.9 BLN. 16:22 [INTC] INTEL Q2 REVENUE $5.92 BLN. 16:21 [INTC] INTEL Q2 ON CHARGE $165 MLN OR 9 CENTS/SHARE ON CHIPS & TECH R&D. 16:20 [INTC] INTEL Q2 NET $1.2 BLN INTEL Q2 NET 66 CENTS VS 92 CENTS YEAR-AGO. 16:19 [INTC] INTEL Q2 NET 66 CENTS.