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

To: Ali Chen who wrote (64053)	9/6/1998 11:14:00 PM
From: Yousef	Read Replies (1) \| Respond to of 186894

Ali, Re: "Many making their first sales in years. Does it send you any message, Paul?" Quite a few AMD are selling at a loss ... Does this send you any message, Ali? Make It So, Yousef

To: Ali Chen who wrote (64053)	9/7/1998 1:10:00 AM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Ali - Re: " "All the key insiders are selling stock in a very chunky fashion -- many making their first sales in years." Does it send you any message, " The simple message - their Intel stock options ARE WORTH SOMETHING ! If Intel was trading at , say $14 per share, I doubt that Intel Insiders would be exercising - or selling their options, since that would be below most option strike prices. If you had the ability, you would probably surmise that that is why AMD insiders aren't selling too much stock - they wouldn't want to take the LOSS. Paul

To: Ali Chen who wrote (64053)	9/7/1998 1:27:00 AM
From: nihil	Read Replies (2) \| Respond to of 186894

RE: Intel borrowing ... I think it already has a shelf-registration for borrowing. As long as it is making profits (and paying taxes) borrowing makes all kinds of sense, especially if it is borrowing to buy stock back or make useful acquisitions. I would prefer a huge issue of convertibles with a high conversion price and a low interest rate. If things get a little worse at AMD (which I don't really expect although it may have trouble with its debt indentures if it reports a big loss for Q3) then Intel could make a friendly offer to rescue them (FTC and DOJ could approve under the "failing company" doctrine). Intel can have my AMD stock at anything above book. Don't think anyone else in the business is in a position to help (except IBM, but they may have to rescue Motorola). Compaq would be a candidate, but timing is wrong. Already has indecgestion. Someone should pick up IDT. There should be a huge shakeup in semis and semiequips. All it takes is guts, money, and a five-year horizon.

To: Ali Chen who wrote (64053)	9/7/1998 1:43:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Ali, It's amazing how you keep touting that Intel keeps losing $3 billion dollars per quarter, yet the experts (i.e. analysts, people with MBA's, etc.) have said very little about this. Even Tom Kurlak has said nothing about this well-hidden $3 billion loss per quarter. And the link you provide says nothing about this gigantic quarterly loss. Sure, stock options can dilute a company's future profits, but I don't think Intel is losing money at the rate of $3 billion a quarter. If that's the case, then we should all be shorting Intel, right? After all, financial collapse must be in the horizon for this semiconductor bellweather, if you're right. Correct me if I'm wrong, please. (See, I even said the magic word!) Tenchusatsu