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

To: Process Boy who wrote (80985)	5/16/1999 11:30:00 AM
From: Tony Viola	Respond to of 186894

PB. "We have a wide range of R&D activities under way to understand many technologies. It isn't unusual for a chip company to research many related technologies, looking for new applications," said the Intel spokesman, who denied that the company has a major FPD program. Sounds like Intel wants to become a mini-IBM (make that midi, midi-maxi?) with all the new R&D announcements lately. If you've got the money, where better to put it? IBM's resurgence may be credited in large part to Lou Gerstner, but, to me, their R&D is behind all of it also. Of course, IBM's services and software are going gangbusters also. A good company to model after, IBM. They have concentrated on their core competencies, though, whereas Intel looks like they have to "stray" more. If you think IBM's big push toward "IBM.Com" is straying, no, it's a natural extension of their software and services. I was looking at revenue growth for Intel, and it looks like they should be OK, IMO, with year to year comparisons until Q4 of this year. Numbers from SI Profiles. Of course, Q298 and Q398 were no great shakes compared to what's happening now, so Intel should destroy those numbers. For the stock price, it's become obvious that it's important to have sequential growth also. So, we need $7.1 billion plus in this quarter. Intel said flat to down this quarter vs. Q1. Will Celeron grabbing back all those chip sales from AMD make that another overly conservative Intel forecast? I'm betting yes, with a lot of help from PII, PIII and Xeon. Quarter Ending 06/28/97 09/27/97 12/27/97 03/28/98 06/27/98 09/26/98 12/31/98 03/27/99 Revenue (millions) 5960.0 6155.0 6507.0 6001.0 5927.0 6731.0 7614.0 7103.0