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

To: MONACO who wrote (69180)	11/26/1998 11:16:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Monaco, Re: "Next year, he sees AMD shipping twice as many chips, or up to 25 million. If the company hits its earnings goals enough to fund another plant, it could sell 40 million units in 2001....." If anything near this happens, Intel ought to be able to tell the FTC to go pound sand. Also, as far as Integraph (is it Integraph, or Intergraph?), I know, it's Integraph, even though it looks wrong, they ought to be happy to buy K6's and K7's next year. As if they have any market share left in the workstation market, anyway. Happy Thanksgiving. Tony

To: MONACO who wrote (69180)	11/28/1998 2:04:00 PM
From: SisterMaryElephant	Read Replies (1) \| Respond to of 186894

MONOCO, Musicians, All: "Now if AMD can sell 40 million units, I can't imagine how many Intel will sell. " Especially when you consider this, harmony-central.com "The Intel Celeron* processors and the AMD K6/K6-2 processors are the most popular choices in the low-cost PC space. In order to see how they perform in audio processing tasks, we put together a 350 MHz AMD K6-2 and a 333 MHz Intel Celeron system and ran a series of tests. The result is quite surprising. Although the AMD K6-2 is 3% faster than the Intel Celeron processor in general business applications, when it comes to audio processing, the K6-2 system is half the speed of the Celeron processor!" SK

To: MONACO who wrote (69180)	11/28/1998 7:03:00 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

MONACO, Boys and Girls - and Investors of ALL Ages. Merrill Lynch and Pierce & Fenner presents the greatest CFA entertainer of all time : Thomas Kurlak, First Vice President, in an off Broadway production (in Secaucus, New Jersey) of an AMD upgrade. (With selected quotes from the upgrade): >>>What has changed? We have raised our investment opinion on AMD from Neutral to Accumulate to reflect its considerably improved competitive position in the microprocessor market, which is driving earnings to a higher than expected level in 1999. Our estimate has been raised from $1.00 a share to $1.55. <<< - end of quote. There is no business like show business..... Kurlak does not pretend to do any analysis. He does not provide a Historical and Forecast Income Statement or a Sales & Earnings Sales Model as he ususally does. At least in those cases where he has the same rating for NSM and Intel - he pretends to some forecast or model - at least suggesting that he did some homework. In the AMD upgrade there is no discussion of risk - issues concerning yield - or cost reduction. He ups earnings estimate by 55% from First Call report of mean estimates. In this case he provides only a broad brush opinion - something that even I could do from my living room (just come up with some opinion - without any supporting detail). Come to think of it, I do a pretty good Ethel Merman from the living room. There's no business like show business like no business I know..... Mary (Martin) Cluney