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

To: Ibexx who wrote (71313)	1/13/1999 1:37:00 AM
From: DavidCG	Read Replies (2) \| Respond to of 186894

Anyone looking at SEAGATE and INTEL? No, I'm not in SEAGATE... but if hard drive sales are this incredibly strong (to blow the crap out of estimates). Certainly, demand for Intel chips WILL be strong in the first quarter. All techs about to get their due tomorrow. If you think not... you are living in a fantasy world. Strong earnings, strong (I mean HUGE) margins, Pentium III's right around the corner, tech earnings this quarter STRONG, INTC stock being bought back in huge quantities. 1.19 X 4 quarters = $4.76 $150 / 4.76 eps = P/E of 31 Compare that to AOL with a projected P/E of 125 by years end. -DavidCG

To: Ibexx who wrote (71313)	1/13/1999 7:41:00 AM
From: GVTucker	Read Replies (1) \| Respond to of 186894

IBEXX, RE:<<Which way YHOO goes will determine the sector direction. They are expecting an additional 35 million Internet users next year alone. Their forecast for 1999 revenue is an astounding $2.7 bln. This is a huge increase from this year. The positive forecasts given by Yahoo in the conference call could cover a multitude of sins. ...">> That writer confused pieces of the YHOO call. It is most likely that YHOO won't even have $500mm revenues, much less in the billions league.