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

To: Paul Engel who wrote (60607)	7/17/1998 12:25:00 AM
From: Les Paul	Read Replies (4) \| Respond to of 186894

TO ALL BELIEVERS... Who else thinks that it's time for INTC to do what it has been doing for years. Head towards that $160 mark before yet another split. Personally, I'm tired of the way this market has passed up INTC. What is up with DELL? I don't know one person that has a DELL computer or even uses one in their place of work! Maybe INTC should go after the directors of that company so they can blow some sunshine up Merril's analysts' @#$%& for us! The only other thing that I suggest is that maybe INTC should sell books over the Internet and predict that they probably won't see a profit until 2001. Maybe then we could see the growth that we deserve. Who else feels like venting? P.S. Don't get me wrong... I love the quick move from the upper 60's, but I need quite a bit more since I bought a large block at 87 after the spring market crash. Go INTC... Give me the beat boy to sooth my soul, I want to get lost in your rock and roll and drift away! Les Paul

To: Paul Engel who wrote (60607)	7/17/1998 5:06:00 AM
From: gnuman	Read Replies (1) \| Respond to of 186894

Paul Engel, re; <IBM/Aptiva/AMD> I guess I need to make my point clearer when I address it to you. All I said was, "In the area where AMD competes in desktops, (Aptiva), AMD has 5 models and Intel has 2." Obviously Intel is in more models in the entire product line, but that has nothing to do with my point. <How many shares of AMD do you own, be honest?> ZERO (And I don't have any options, either). So how many shares of Intel do you own? Be honest. I don't think you get it. It's not difficult to stay long Intel when you've held for years and your basis is low. But there are a lot of newbee's and lurkers on this investment thread who are in a much different position. A little balance is needed. (BTW, you spend a lot of time on the AMD thread unmercilessly attacking AMD). Just trying to add some balance, right? ;-) So enough on that. I have a different question. Assuming the article on Celeron price cut's is accurate, (ie;, Celeron list price to drop below $100), what impact do you see on Intel margins and ASP's? If , as Intel stated, Celeron is the fastest ramping CPU ever introduced by Intel, why the reported >40% price cut so soon? It's also reported that Mendocino pricing will be cut soon, with the 300 and 333 listing at $150 and $190 respectively. Now if Celeron's are that successful, what impact do you see on revenues and earnings?