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

To: Mary Cluney who wrote (75661)	3/7/1999 2:25:00 PM
From: Barry Grossman	Respond to of 186894

Mary, Intel has to address all these negative sentiments head on Intel is as head on as they come. Barry

To: Mary Cluney who wrote (75661)	3/7/1999 3:35:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Mary - Re: "We need annother issue to kill Intel - going forward. " I think you missed my point. GENE PARROTT NEEDS ANOTHER ISSUE. He spent all of 1998 telling us how AMD and the sub zero PCs were going to KILL Intel and propel AMD into stratospheric PROFITS. As a refresher, Intel closed 1998 with ALL TIME RECORD QUARTERLY REVENUE and ALL TIME RECORD QUARTERLY PROFITS . AMD recently announced a likely, impending LOSS - to add to their 8 prior LOSSES in 13 quarters. Paul

To: Mary Cluney who wrote (75661)	3/8/1999 12:58:00 PM
From: Harry Landsiedel	Read Replies (1) \| Respond to of 186894

MaryCluney. Re: "Intel has to address all these negative sentiments head on, if the stock will ever achieve predictable and stable growth - again." I think predictable and stable growth is more in line with mature categories than burgeoning ones. In mature categories, who have gone through numerous business cycles and whose investors are more "used to" seasonal variations, share prices can trade at higher multiples, 'cause earnings are more predictable. It seems to me that Intel is like the Li'l Abner character Joe Pfssk (?) the one who always has a black cloud over it's head. There seems to be a group of analysts/investors who want to make a name for themselves by being negative on Intel. These people don't really bother me. I know I am a contrarian on this. But since I'm not planning on selling my Intel, I would just as soon have the price reflect the intrinsic business value, rather than being wildly overvalued. The best way, it seems to me, for Intel to kill the negative sentiment is by working their game plan and let the sentiment be changed by results. And their response to the sub1K market is an example of working that plan. HL