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

To: greg s who wrote (69702)	12/10/1998 4:13:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Greg, Re: "What do you folks think of this with respect to the other recent favorable reports?" I believe the other ones. To start with, Intel sold out this Q, 1Q shaping up to be possibly even bigger than 4Q, Y2K purchases will be a nice bubble on top of an already projected up year, GMs up again. Then there's Xeon. What can you say about Xeon...hot and NO competition. Now, the 0.18 process is looking killer, Katmai out soon, and on and on. Intel has only one viable competitor, and they're 1/10 their size. Not even fair. Tony

To: greg s who wrote (69702)	12/10/1998 4:22:00 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

Greg, my first impression of that article is that it lumps Intel with the rest of the semis, which is a no-no. Intel has many firm-specific advantages: superior process/manufacturing technology, compotent mgt., absolute control of the >$1000 PC market, x86 worstation/server market, etc. While most "semi" companies are usually focused on 1 particular market or technology, Intel is fairly-well diversified in a number of products and markets, most of which are expanding rapidly. Thus, Intel now deserves a higher PE than it received in the past. Yes, Intel stock has run-up in a short-time, but so has its revenue forecasts. Plus, the stock has corrected about 10% on each leg-up, which is a good sign. I'd be a buyer here between $110-$115. joey