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

To: t2 who wrote (77853)	4/6/1999 5:30:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

A couple bucks here, a couple bucks tomorrorow and the next thing you know we'll be testing the old highs. Jim

To: t2 who wrote (77853)	4/7/1999 9:10:00 AM
From: Mary Cluney	Read Replies (4) \| Respond to of 186894

T2k, >>>Going above 150---chances are slim but could happen soon if the earnings are great. (not adjusted for split)<<< The Fabulous Market Babe has a fantastic track record selecting hi-tech stocks. Intel is her Stock pick of the day for today. fabmktbabe.com Stock of the Day 4/07/99 The Mighty Intel / INTC Given that this one has been in a funk somewhat as of late, I thought an update on the mighty Intel was in order. Both the good and the bad. Here goes. Let's start out with the Pentium III. I'll get right to the point. It's called "no apps." That is, in addition to the fact that the Pentium III is barely faster than the Pentium II, which, by the way, is much cheaper, applications for the PIII are, by and large, nowhere to be found. Otherwise known as a bit of a problem. Also, it should also be pointed out that unlike the MMX that everybody "had to have" given a big marketing campaign by the mighty INTC, the first thought here with the privacy issue having gained so much attention happens to be... "Is someone looking at me?" Vs. of course, "gotta get the MMX." Which is, just to throw out a guess, not exactly what the marketing department had hoped for. That said though, it should be pointed out that all of this will change as the difference in speed and the number of applications increases. So that's the bad news. Now here is the good news. On the positive side, INTC has some great new chips out. And those would be... Chips for notebooks. Here's why they are so great. INTC's new chips for notebooks have integrated the cache on the chip. And this would be important because... Simply put, the cache can be viewed as a temporary basket where you put things before you use them (i.e where instructions are stored, such as, for example, "load the .jpg file"). Now let's do a quick comparison to the rest of the system and relate it to what we know and love best: our personal storage area. Imagine the hard drive is a shopping center located a few blocks away. So, to get a sweater, you have to get out of your bed, get into the car and drive down the street to the mall. Then, of course, you have to repeat the process in reverse on the way back. Now let's say that it is cold once or twice a year, and you do not want to drive down to the shopping center to get a sweater when this happens, so you put the sweater in your garage to store it when you need it. The garage is the equivalent of RAM (random access memory). Now let's say that it gets cold once a week, and it is too much of a pain to go out to the cold garage to get the sweater, thus you put it in your closet for easy access when your room gets cold. This is the analogy of regular cache RAM. What INTC has done by integrating the cache into its microprocessors is move the sweater to your nightstand for those of us that are so lazy that we do not want to get out of bed. Thus, the entire process of getting things done often ("getting the sweater") is much faster because there is much less distance for the information to travel. Here's an example -- for a 366mHZ chip with the unintegrated cache, it runs at a true speed of around 100mHZ. However, for a 366mHZ chip that has the integrated cache, the true speed is... 366mHZ. Imagine that. So, in wrapping this up, hopefully the above highlights that with regards to the mighty INTC, not all is lost. That is, 1. Notebook chips cost more (better for INTC). 2. With the gap between notebooks and desktops shrinking dramatically, more people are going to buy notebooks. 3. Which leads to more profits to INTC. As always, happy trading!