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

To: GP Kavanaugh who wrote (80810)	5/13/1999 11:34:00 AM
From: Jay	Read Replies (1) \| Respond to of 186894

Re "not participating today" I'm just a novice but I've noticed that a stock not participating in a general market rise falls sickeningly a short while later. I hope I'm wrong...

To: GP Kavanaugh who wrote (80810)	5/13/1999 11:38:00 AM
From: Black-Scholes	Read Replies (1) \| Respond to of 186894

Because everyone is realizing that broadband is the hot ticket. Big robust processors aren't needed right now. The market is screaming for the "big pipe".

To: GP Kavanaugh who wrote (80810)	5/13/1999 12:05:00 PM
From: Paul Jamerson	Read Replies (2) \| Respond to of 186894

The market is worried that there is a paradigm shift occurring and Intel will be left out. I believe the low cost PC is real. In the future, the home market will converge towards an Internet appliance. There will still be a need for a stand alone PC, but no real need to upgrade every couple of years. This will have an impact on Intel's gross margins, and possibly the Intel's growth in the home computing area. Intel will still see growth and good margins in the high end server area. Hopefully, it will expand into the cable set top and communication business. If I'm right the winners will be the Taiwan foundry's and computer manufacturers. TSMC, UMC, Acer.

To: GP Kavanaugh who wrote (80810)	5/13/1999 12:58:00 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

GP, What are the current theories as to why INTC is not participating today? I'm stumped. FWIW, this time of year INTC is usually in the doldrums. First quarter is traditionally not as good as the previous one, Q4, because of Christmas. Then, Q2 is typically down again wrt revenues from Q1. For some reason, the street has trouble with this every year, even though it's quite predictable, and INTC doesn't have much strength through here. 1990 and 1995 were exceptions. We better be starting back up by mid year (Q2 earnings?) if I'm right. A graph: tscn.com