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

To: Mary Cluney who wrote (69155)	11/25/1998 3:56:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Intel downgraded and AMD upgraded... Maybe you should use your "gangster rap" on the downgraders... Never, I repeat Never, let them forget it either. <G> From CBS market watch... Advanced Micro leads semiconductor stocks Intel downgraded on price-to-earnings ratio By Tiare Rath, CBS MarketWatch Last Update: 3:12 PM ET Nov 25, 1998 Tech Report SAN FRANCISCO, Calif. (CBS.MW) -- Advanced Micro Devices led the Philadelphia Semiconductor Index higher Wednesday after an influential Wall Street analyst upgraded the stock and significantly raised earnings estimates. Merrill Lynch semiconductor analyst Thomas Kurlak upped his rating on Advanced Micro Devices (AMD) to "accumulate" from "neutral" while raising his 1999 earnings estimate on the integrated circuits company to $1.55 a share from $1 a share. The consensus estimate is for AMD to profit 94 cents a share in 1999. In his research report, Kurlak cited Advanced Micro's strength in the important sub-$1,000 personal computer market. AMD makes processors that help run computers. Kurlak reported AMD has 50 percent of the sub-$1,000 PC market and has a "considerably improved competitive position in the microprocessors market." AMD's shares launched 3 5/8 to 29 1/4, helping to fuel the Philadelphia Semiconductor index ($SOX) up 0.2 percent. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Otherwise, most major semiconductor stocks were in the red. Intel's (INTC) stock fell 1 1/16 to 109 3/8 following a downgrade from Josephthal analyst Lawrence Borgman. Borgman said he primarily downgraded the stock because Intel's trading about 26 times his 1999 earnings estimates, which the analyst considered too high. But Borgman also said Intel could be facing issues from the PC business in the first quarter. >>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>>> Analog Devices' (ADI) shares fell 7/16 to 21 9/16, while Applied Materials' (AMAT) stock dropped 1 3/4 to 40 9/16. See Silicon Stocks.

To: Mary Cluney who wrote (69155)	11/25/1998 8:36:00 PM
From: Jeff Fox	Respond to of 186894

Mary, re:"The important thing, as far as RDRAM is concerned, is that it will be used on the client side (as there could be hundreds and maybe even thousands of clients for each server) to advantage." Congratulations - you seem to be the one to grasp the relevant issue here. As for the other - it is just that somebody will try to "refute" anything that is said on this thread - moot or not. That's ok though - often it is just some peoples way of learning new things. Jeff