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

To: John O'Neill who wrote (65971)10/7/1998 4:24:00 PM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
John, >>>INTC is still holding it's own. I wonder
what they have up their sleave to withstand a market like this for techs?<<<

Not to sound like a broken record today, but, what the hey, nothing new for me, right? How about a PE ratio one half to one third that of Cisco, Dell and Microsoft, and as dominant a position (or more so) as any of them in their respective (extremely key) fields. Add in there as good or better cash and other resource positions as any of them. Throw in management, and technical excellency up and down the line. That ought to be enough.

Tony



To: John O'Neill who wrote (65971)10/7/1998 7:58:00 PM
From: Paul Engel  Respond to of 186894
 
John - Re: " I wonder what they have up their sleave to withstand a
market like this for techs?"

1. Revenues will be up 8 to 19% quarter to quarter.

2. Earnings "may" be up a few dollars.

3. Intel factories are running at near capacity

4. Q4 bookings look very strong.

5. Speaking of strong, HP will use Intel's new StrongARM in a handheld PC.

6. Xeon is rapidly being adopted and may hold excellent FUTURE revenue and earnings growth.

7. Intel's competition (AMD) is making peanuts in a market share grab, doing more harm to itself than to Intel.

8. Intel's 1999 Product RoadMAP is very robust and will yield impressive speeds and performance advantages with Large Cache Server chips.

Paul



To: John O'Neill who wrote (65971)10/8/1998 1:03:00 PM
From: Dale J.  Read Replies (2) | Respond to of 186894
 
John it looks like your shorts are yielding you some cash.
Dell -9, GE -5, INTC -3. But remember you don't get the cash until you cover. I think the market will soon bottom out. Dale


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