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

To: exhon2004 who wrote (70154)	12/23/1998 2:28:00 PM
From: CDMQ	Respond to of 186894

This AM on Bloomberg the company Transwitch (txcc) was touted as being in a special niche as was intel in it's beginning. Does INTC compete with TXCC? Is this company really that special?

To: exhon2004 who wrote (70154)	12/23/1998 2:34:00 PM
From: Robert Douglas	Respond to of 186894

I was just reading Kurlak's report and I'm surprised he didn't raise his rating to a 1-1. Here are some of his salient changes: Pricing: Feels that ASPs will decline only 3-5% now, down from his earlier prediction of 8-10%. Unit Growth: Now expects 22% unit growth in 1999, and 15-20% longer term. Gross Margin: Feels 55% is now sustainable 3-5% more than his earlier prediction. This looks like a hat-trick to me friends. He even mentioned that the Internet was driving demand for processors. Duh. What a shock. Intel is the cheapest Internet play out there. -Robert