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

To: puborectalis who wrote (81746)	5/27/1999 1:28:00 AM
From: greenspirit	Read Replies (2) \| Respond to of 186894

Stephen, marketing is still Intel's biggest problem. With the HUGE advertisement budget they have, everyone should be talking about the PIII. They need to completely revamp their strategy, and if necessary fire the people who have been running the campaign for the past 3 years. My goodness, give me a hundred million dollars and I will have every person in America planning to buy a computer. Or maybe two! 50% penetration rates is pathetic considering the value of a PC! Where are the adds showing kids going to college over the web? Old folks communicating with relatives half a world away via video phones for pennies? And 6 year olds like my Ryan reading before he enters first grade. Intel has yet to transmit the emotion and value of a PC to the Average American. Bunny suits, and glitzy tech adds are pretty, but they DO NOT encourage ownership and upgrades IMHO. I hope somebody communicates this to board members. And asks to be shown the metric's behind the advertisement budget. Michael

To: puborectalis who wrote (81746)	5/27/1999 3:06:00 AM
From: Paul Engel	Respond to of 186894

Stephen - Re: ".....what's the main reason for the poor performance of intel stock the past year?.." You are basing your "poor performance" of Intel's stock on the last few weeks ONLY. Were you PRAISING the performance of Intel's stock as it ran up from $$33.5 last October up to $72 about 2 months ago? As an investor, you need to look at how Intel's stock has performed over the long haul - and how Intel is positioning ITSELF for the long haul. If you like stocks that ONLY GO UP I suggest you only invest in those companies - there are plenty of them around and I'm sure you can easily pick out 50 or 60 clear winners. Re: " what would you,if CEO,have done differently? " I would have personally prevented S.E. Asian countries from going into near total financial collapse; I would have used Intel's BILLIONS to buy RUSSIA and therefore prevent the RUSSIAN loan default fiasco, ditto with Brazil and I would have used my own spare change to buy Long Term Capital management to prevent it and a few other whacko HEDGE FUNDS from going into default - thereby preventing 18 months of a continual international financial crises that spread like a PLAGUE from country to country disrupting growth in the world wide economies, including computer sales. Paul

To: puborectalis who wrote (81746)	5/27/1999 10:06:00 AM
From: Jules B. Garfunkel	Read Replies (2) \| Respond to of 186894

Stephen, Intel @52 IBM @118 For the last year and a half, I believe, IBM was successful in being able to artificially prop up their earnings in order to meet analyst's estimates. They did this essentially, by lowering their tax rate and buying back their own stock. This tactic bought them time, Time enough, so that last quarter they were able to deliver truly impressive increases in revenues and earnings. At the same time, over the last year and a half, they were able to transform themselves from a directionless company, which was floundering, to a company with an UNDERSTANDABLE MISSION. You ask why did I miss this fabulous run up in IBM's price? Well, First of all, up until this last reported Q1, I always believed that analysts would see through IBM's disguised earnings and recognize them for the poor quality which I believed they were. Second, I underestimated the power of IBM's Investor Relations. And Third, I never thought that Intel would allow IBM to capture the perceptions, in the Investor's mind, that IBM was a better way to invest in the Internet than was Intel. For the latter I fault Intel's necessary preoccupation with the FTC, and their Investor Relations Department, which I think, has been asleep at the wheel. Something I thought, two years ago, could never happen. But Stephen, just so you don't misunderstand my current posture. I am still long my Intel core position and anxiously await, as we near the Merced time frame. I would hope that then the momentum will swing from currently being in IBM's favor, back to Intel I believe at that time, Intel can and will make up for lost time. Jules