Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Andreas who wrote (81689)	5/26/1999 4:06:00 PM
From: kash johal	Respond to of 186894

Andreas, Regarding Intel rumour, It seems a little unlikely this early. I know that Cyrix is dumping low end parts big time MII-333 for $30 on pricewatch i believe. SO volume price is probably in the $20 range. We know that overall April retail units were up almost 20% year on year. And Japan volumes have been reported as excellent. And dell had good growth(only 40%!!!) as of a few weeks ago. So this may all be related to Intels additional price cuts due in June and somebody putting one and one together to make three. Remember Intel cut prices in early december in Q4 98 with an unscheduled price cut to pressure AMD and still had good Q4 numbers as well as the January price cut as well. As long as the price cuts are with newer faster processors and the 500Mhz celeron is now expected early, I think its not a bad sign. If they just slash prices with no higher speed parts ramping then it would be a bad sign. Just my two cents, Kash

To: Andreas who wrote (81689)	5/26/1999 4:07:00 PM
From: Burt Masnick	Read Replies (3) \| Respond to of 186894

Here's a translation of a German language post on the AMD thread indicating that SGCowens is bad-mouthing Intel. Who is the Cowens analsyt? To: Jens M. Ottow (59678 ) From: Scumbria Wednesday, May 26 1999 3:20PM ET Reply # of 59680 Jens, Here is an approximate English translation of your post from Alta Vista-26.05.99Intel weak UmsaetzeS.G. Cowen SecuritiesAnalysten have fears concerning paragraph expectations of the US chip manufacturer Intel Corp.(WKN 855681, INTC). The Analysten is anxious over the fact that the conversions of the prominent chip manufacturer could remain. Particularly the lower-priced Celeron processor, as well as the more weakly expected conversions of the more expensive Pentium product could press the anyway weak quarter. The Analysten of SG Cowen expect that Intel reveal on Wednesday detail of its new Merced processor will-will those Intel share were due to the expressed fears on Tuesday clearly under printing guessed/advised. The course sagged 3 1/16 or 5.47 per cent on USD 52 7/8 to market conclusion around USD. Scumbria ------ Previous

To: Andreas who wrote (81689)	5/26/1999 4:12:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Andreas, About rumors, false or otherwise about a company, I've owned shares of EMC for a couple or three months now. Just in that short period of time, their CEO, Mike Ruettgers has come out twice explaining to the press that everything at EMC was just fine. Once was to dispel Y2K rumors, that were saying that EMC wouldn't do well this year because of it. The other time was when HP and EMC went their separate ways on storage sales, HP going over to Hitachi. Again, Ruettgers came out and said it would have no effect on overall sales. Seems like a perfect opportunity right now for Intel to dispel rumors (if, of course they have a good story to tell). I don't expect a company to come out like that, saying things are fine, too often. It's could become almost like the little boy crying wolf. Still, Intel seems to be a sitting duck the last few quarters, what with the "perceived" slowdown of PC sales, the threat of AMD, whatever, out there. Another thing is that any analyst or otherwise can understand PCs and CPU chips, they're so commonplace now. So, anyone can come out with whatever they feel like, as if they are an expert. Networks and software are a different story. I don't think your average analyst understands what Cisco does, vs. Ascend or Nortel. So, nobody bothers them! In the PC and Intel world, a little knowledge is dangerous and can, and will, it seems, be used against Intel. Tony