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


To: Barry Grossman who wrote (66471)10/13/1998 7:35:00 PM
From: Road Walker  Respond to of 186894
 
Barry, Paul (E), All,

So far, looking at the numbers, I am very impressed. It appears Intel could be back on track. I admit that I have been a disappointed stockholder, watching headcount go up (if I remember right over 30%) in 1997 while revenues were flat. That was just plain bad business.

Now... Revenues up, profits up, margins up, headcount down, nice comments about reducing costs, optimistic comments about the coming quarter. Looks to me (again) like a company I want to own, based on fundamentals, IF fundamentals count in this market.

Good luck to all,

John



To: Barry Grossman who wrote (66471)10/13/1998 10:44:00 PM
From: Joe NYC  Read Replies (2) | Respond to of 186894
 
Barry,

This note is posted to you on SI utilizing my new 450 MHz PII

Barry
an ex-486 user


In other words, with your purchasing philosophy of buying the most expensive CPU with the lowest performance per dollar, you can only afford to upgrade once every 6 years.

If you bought $100 CPUs, every year, you would "suffer" the first year, you would match the performance of your $600+ CPU the second year, and than for the next 4 years, you could enjoy a lot better performance.

I think you were one of the people who were laughing at me when I said last year in this forum that you will be able to buy an equivalent of last years top of the line CPU (PII-300) for $100 one year later. Well, it's one year later:

$203 Genuine PII-300
$139 Celeron A 300
$109 AMD K6-2 300
$69 Cyrix MII-300

My prediction for the next year remains the same. You will be able to buy a PII-450 equivalent for $100.

Joe