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

To: Paul Engel who wrote (66496)	10/13/1998 10:24:00 PM
From: Jules V	Read Replies (1) \| Respond to of 186894

Over time, the stock will reflect this. They have an awesome chip "roadmap" demonstrating leadership but according to this guy it seems the trump card is a ways off in delivering $. The roadmap is getting complicated, so a question is how incremental to xeon's power are the interim 32bit devices. Wall street seems only to respond to whether the number met the average estimate or occasionally to a one quarter forward earning guidance so maybe this is no longer a relevant question! "McKinley is going to be a more interesting processor than Merced," Slater said. "There will be [at first] systems with Merced built in modest volumes. You'll see Merced as the chip that gets the architecture started." But because companies such as Hewlett-Packard and IBM seem comfortable with existing workstation and server processors, they won't shift to Merced immediately, putting the processor "at the fringe of the market" during its early runs, he said. By 2002, Intel said it hopes to have McKinley and Merced ported to 0.13-micron rules. That will add performance to the high end, but it will also lower costs to allow the IA-64 parts to begin attacking high-volume markets. By then, a larger share of workstation and server vendors might be ready to shift to a new processor architecture, Slater said. "Realistically, it's going to be years before Merced or IA-64 processors are as significant as even Alpha is today. It's probably going to be 2002 before they get there, which is a long time in this business," Slater said. Compaq is hoping to catch Intel in midstream during this transition, offering Alpha CPUs at least as powerful as Merced, with what the company will say are superior multiprocessing characteristics. Compaq will describe the EV7, aka 21364, at the forum.

To: Paul Engel who wrote (66496)	10/13/1998 11:01:00 PM
From: Fred Fahmy	Read Replies (5) \| Respond to of 186894

Paul and Intel investors, Once again, Intel has demonstrated what a well run powerhouse this company is. Record revenues and a record Q3 EPS in a time which most talking heads are calling one of the worst semi downturns in history. What a truly outstanding and almost unbelievable performance. These results are far better than even the most optimistic of us would have predicted. Did anyone in the world believe that EPS would actually be up YTY?? How many companies (especially semi's) are turning in record results in the current environment?? I think a huge congratulations is in order for Intel's management team and all the workers who helped generate these results. How will WS react tomorrow......Who gives a flying %$#^! Intel is not about tomorrow or the next day or the next week. It never has been and it never will be. Intel is a get rich slow investment. The company continues to show improvement beyond all expectations in an extremely tough climate. It is extremely amusing to hear the negative spin that some are trying to put on the earnings report. Here's an interesting tid bit: AMD just had their best quarter in more than a year when they reported a positive $.01 EPS. Intel's average DAILY EPS for the quarter was $.01. In other words, Intel made more money per share in one day than AMD did for the entire quarter. Kind of puts things in perspective <ggg>. FF