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

To: Tony Viola who wrote (79048)	4/14/1999 11:58:00 AM
From: Proud_Infidel	Respond to of 186894

Intel to have Merced samples soon, CEO says By Edward F. Moltzen Computer Reseller News (04/14/99, 10:34:56 AM EDT) Intel Corp. will have samples of its 64-bit Merced processor available within three to four months and still is on track to put the chip into production by the middle of next year, said the company's chief executive, Craig Barrett. Barrett also told an audience at Compaq Computer Corp.'s Innovate 99 partner conference that the company will have new Geyserville mobile computer technology out by year's end to boost laptop battery life and performance. Barrett's Merced predictions have been the most optimistic pronouncements by Intel since it said last year that Merced's ship date would slip. The Geyserville technology, which Barrett demonstrated during his speech, allows for mobile computers to employ Pentium-based 600MHz processors when plugged into a wall. When the laptop is switched to battery power, the technology switches the processor down to a 500MHz speed to conserve battery life. In the demonstration, Barrett showed a 3-D graphic design application running on a Compaq Armada laptop. The laptop was running a processor at 500MHz that dropped to 400MHz when switched to battery power. In addition to the Merced processor being on track, Barrett noted that the next generation of Intel IA64 processing, code-named McKinley, will be available in samples by the middle of 2000 and sent into production by the middle of 2001. To date, Intel has gotten several operating systems to boot on the Intel 64-bit platform, including Microsoft Corp.'s Win64, Sun Microsystems Inc.'s Solaris, Hewlett-Packard Co.'s HP-UX, Silicon Graphics Inc.'s IRIX and Novell Inc.'s 64-bit operating system. ebnews.com

To: Tony Viola who wrote (79048)	4/14/1999 12:19:00 PM
From: The Duke of URL©	Respond to of 186894

Is there a quick way to find out if Robbie Stephens is short intc for friday? Or, did their funds sell this morning, and will buy back on monday, after options expirations; Or, it could be they are doing a secondary on AMD, wouldn't be good to have all that customer IPO money tied up in INTC, now would it? After all, "it's going to be dead money for the next six months", why not sell intel and use the $ to get into KZAP.COM, make a quick pop, say 1500%, then buy back into INTC on the "dips". (or was that, from the dips:)

To: Tony Viola who wrote (79048)	4/14/1999 12:58:00 PM
From: L. Adam Latham	Read Replies (2) \| Respond to of 186894

Tony: Re: It seems to me that Niles is trying for that Kurlak evacuated spot. Maybe Barrett will have a special slide made up for Niles at the annual shareholder's meeting. Looking back, it seems like he was able to put Kurlak in his place with his "what happened to my Intel stock?" slide last year. I was also unhappy with Niles' appearance on CNBC. If he says "sell" on CNBC, then he needs to back it up with a "sell" rating, not a "long-term attractive". He now basically has two ratings floating around, and is able to cover just about any possible future outcome by pointing to the appropriate ratings call. He also said that excluding the interest/investment income, the earnings were below the concensus. A few minutes later, Haynes corrected him, saying that excluding the interest/investment would put earnings at $0.55, in line with estimates. Niles then backtracked, saying that there was also an extra penny gained by favorable tax rates, so that put earnings at $0.54. Then Niles went on a rant about free PCs and how that was going to doom Intel with a conversion to the "free phone/pay for airtime" model. He seems to totally disregard the associated demand for servers to counter all of these free PCs. He also disregards the fact that though some PCs may be free to the end-users, they certainly have a cost associated with them, and the manufacturers of them will still be paid. Haynes also countered well with the argument that cell phone are generally high quality products, while most free PCs are left-overs full of obsolete gray market parts. QCOM is an excellent example that blows Niles' argument out of the water - they make an excellent product, make money, and their stock price is up dramatically. BTW - I haven't shopped for a cell phone lately, but are they actually free? I thought the ones with any decent features cost something. Adam