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

To: Paul Engel who wrote (73629)	2/14/1999 2:17:00 AM
From: Barry Grossman	Read Replies (1) \| Respond to of 186894

Paul & thread, OTOT An interesting column from Europe: The little man is king Wall Street is feeling threatened by small-time internet traders Message 7819664 day traders are not always as ignorant as the professionals like to think. Look up a company such as Cendant, say, at a popular investor website such as Silicon Investor and you will find earnest and well-informed discussions about how its dividend or its share buy-back programme may affect the stock price. Online discussions of computer companies often revolve around highly technical details of hardware or software produced by the company. When it comes to information, many private investors are no longer very far behind Wall Street, if at all. It is also worth remembering that when it comes to investing, the professionals themselves are not very good at it. Last year barely 15 per cent of US mutual funds beat the Standard & Poor's 500 index. It would be hard for the general public to perform much worse than that, even if it were trading blindfold.(sic)

To: Paul Engel who wrote (73629)	2/14/1999 10:58:00 AM
From: flickerful	Read Replies (3) \| Respond to of 186894

rt.freerealtime.com an excerpt: "...Despite the Pentium III hoopla, analysts say Intel doesn't hold a technology lead with its new multimedia instructions. Advanced Micro Devices Inc. has been putting its own version of the technology in its chips for the past six months. Software code optimized for one of the two platforms won't work as well on the other, but many software vendors will likely write for both..." well, fine... but amd is hardly for the earnings disappointment phobic. they will need far more than the above lead time to match their own estimates, let alone derail intel, at least in any significant manner.

To: Paul Engel who wrote (73629)	2/14/1999 12:17:00 PM
From: t2	Read Replies (2) \| Respond to of 186894

Paul, Great story. I believe the following points in the story will be the prevailing ones. The hype, however, will be deafening. Not only will Intel launch a worldwide ad campaign, PC makers of every ilk will be announcing new models and upgrades for the Pentium III. Intel is a marketing machine with few parallels. The main reason for the success of PIII is this. I am sure when see the first wave of ads, I will want one these--like countless others. Other analysts see a definite upside for high-end consumer users, one of the big market segments the chip is aimed at initially. I think they are underestimating the corporate acceptance of PIII. When a company buys PCs, they want the latest and faster, whether they need it or not is of no significance. If they purchase a PII, it would be perceived as purchasing "old technology". No one wants to believe that they may be buying something that will be outdated fairly soon. It will come down to psychology and PIII will become a huge success very quickly.