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

To: Mary Cluney who wrote (78681)	4/13/1999 8:25:00 AM
From: Racso	Respond to of 186894

Merrill Lynch reiterates near-term "Accumulate" on INTEL Source: Bloomberg

To: Mary Cluney who wrote (78681)	4/13/1999 11:54:00 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Mary, Eckhard Pfeifer is a ruthless business man without a clue as to what he is doing. Execution in the business sense is not his strong suit. What is his strong suit? To me, can't be mergers and acquisitions (DEC and Tandem), or keeping track of the company on a daily basis (announcing so late, CEO job is to keep up day to day, even if chairman's isn't), or diplomacy with peer companies as evidenced by trying to trash the whole PC industry. What can it be? I saw the Titanic on HBO Saturday night. The captain went down with the ship, eschewing a lifeboat seat. The movie shows one drowning man trying to pull a [person (the heroine) down with him. I thought of 5fer. As far as some saying you can't fault 5fer because he turned Compaq around back around 1990, Jack Akers, IBM was considered an excellent CEO until a lot of FUD landed on the mainframe scene around that time. He apparently didn't know how to handle it and was ultimately replaced by Gerstner. Things got much, much better at IBM. So, it's what have you done for me lately, and to me, 5fer hasn't. Tony

To: Mary Cluney who wrote (78681)	4/13/1999 12:42:00 PM
From: Scumbria	Read Replies (1) \| Respond to of 186894

Let's try a couple of approaches to this: 1. Compaq is doing poorly since they started using AMD processors. HP is doing well because they use Intel processors. 2. Compaq is doing poorly because they are the #1 consumer of Intel processors. HP has grown market share and earnings since they started using lots of AMD processors. Scumbria

To: Mary Cluney who wrote (78681)	4/13/1999 1:37:00 PM
From: Paul Fiondella	Respond to of 186894

Damage done --- very true The life has been beaten out of the tech sector and now we are all supposed to be investing in the internet stocks. Apparently Intel is like history dude. Or something like that. Looking at the internet stocks within one sector (brokerage) I notice that they are valued inversely in proportion to their revenues and earnings --- meaning that if you are a brokerage stock like Schwab expected to make $.33 a share you get bid up less than Etrade which is expected to lose $.17c a share. The two companies are in the same market. And Schwab is expected to nearly double its online trading market share. So in this market nothing makes sense. While both stocks are going up astronomically, the one with less growth in market share and less earnings goes up more. This is advertising campaigns creating a market psychology of momentum and driving the share prices. With INTC, its just the opposite. No value is given at all for market share. Nothing for revenues and profit growth. At least one can say for INTC that they are tight about their earnings. No leaks from this company! No mumbo jumbo. No advertising campaigns that resemble ponzi schemes. I would say that if INTC reports better than expected earnings and we do not see a move to 67 and some sense that fundamentals will have some bearing on stock prices again in this market, that I'm going to move to the sidelines and watch. I don't feel comfortable with adjusting to a bubble market in which we are all supposed to invest in these internet companies.