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

To: xstuckey who wrote (74562)	2/26/1999 11:19:00 AM
From: xstuckey	Read Replies (1) \| Respond to of 186894

"AMD Beats Out Intel for Top Spot..." Seems like this doesn't say much for the effectiveness of all the "Intel Inside" consumer ads and the money spent on them over the years. Best Trading, X

To: xstuckey who wrote (74562)	2/26/1999 11:28:00 AM
From: Mary Cluney	Read Replies (6) \| Respond to of 186894

X, Reasons for Sell Off IMO: 1. The continued success of AMD to sell mpu's at below cost has investors worried. How long can AMD sell at below cost before Intel goes out of business? 2. CPQ over-reaching (i.e., selling hardware, selling services, selling consulting, selling through retail, selling direct, selling PC's, Selling Servers, Selling Tandems, and Sellng internet), dumping to reach revenue goals and lower profit margins has investors worried. How long can they mess up before Intel goes out of business? 3. Micron stock has bid up way ahead of earnings prospects and acting like an Internut stock has investors worried. How long before this bubble bursts and Intel goes out of business? 4. Privacy advocates using CPUID controversy to gain the publics consciousness has investors worried. How long before the public stop buying PCs and Intel goes out of business? 5. An unnamed but influential analyst is about to down grade Intel LT Going Out of Business. 6. Internut Stocks are forming a Triple Dojy Topping setting off Burmese Candlesticks indicating that Intel will soon retrace to Out of Business. What did I leave out? Help me. Mary

To: xstuckey who wrote (74562)	2/26/1999 11:49:00 AM
From: gnuman	Read Replies (1) \| Respond to of 186894

Reason for sell-off? PC maker stocks hit as analysts see Q1 shortfall NEW YORK, Feb 26 (Reuters) - Shares of personal computer makers tumbled on Friday after two Wall Street brokerages cut their first quarter earnings estimates on Compaq Computer Corp. (NYSE:CPQ - news), the top personal computer maker. Merrill Lynch analyst Steve Milunovich slashed his first quarter earnings estimate on Compaq to 30 cents a share from 35 cents, while Mike Kwatinetz, of brokerage CS First Boston, dropped his quarterly projection to 31 cents a share from 36 cents. No further details were immediately available from either analyst. Compaq stock fell $6 to $35 in composite U.S. stock exchange trading. Gateway Inc. (NYSE:GTW - news) dropped $6.44 to $73.69, while Hewlett-Packard Co. (NYSE:HWP - news) fell $2.94 to $68.25, both in composite trading. Dell Computer Corp. (Nasdaq:DELL - news) lost $3.50 to $79.25, continuing its slide from Thursday, when it gave up $1.50 in active trading, after Merrill's analyst warned that long-term industry growth rates may be hurt by tumbling PC prices. Kwatinetz said in a research note that he cut his earnings, revenue, and gross profit margin expectations after learning from Compaq that January sales were below the company's goals both in the United States and Europe. Weakening demand among its network of PC distributors may be a factor, he said. He wrote that ''Since Compaq appears to have had a shortfall in January, the question arises: 'How is the industry doing?' In retrospect, Dell and HP's slight revenue shortfalls may have been more of an industry issue than we previously believed.''

To: xstuckey who wrote (74562)	2/26/1999 2:09:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

xstuckey - Re: "January's best-selling individual PC at retail was Hewlett-Packard Co.'s Hewlett-Packard 4450, with an average selling price of $874." The BEST SELLING PC - the HP4450 - and they never bothered to mention that it contains the NEW 366 MHz CELERON - and it was only introduced in January ! {============================} idg.net "The 4450 ($899) runs on an Intel Celeron 366MHz processor with a 128 secondary cache, 64MB of SDRAM, and a 6.4GB hard drive. The typical price for a Celeron 366 PC is about $1450--including a 17-inch monitor. The company's least expensive 17-inch monitor (HP Pavilion M70) runs $449. " {========================} Well, we know the "slant" they wanted to put on that story. Paul