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

To: IVAN1 who wrote (82919)	6/6/1999 4:22:00 PM
From: kapkan4u	Read Replies (4) \| Respond to of 186894

< Ivan - re: . I'd really like to hear about the thread's take on the macro picture as we stand at a real crossroads in INTC's history.> Here is the big picture: 1. 2/3 of Intel's CPU revenues in Q1, 1999 came from Pee-II/III sales. 2. Celeron is a formidable competitor of Pee-III. 3. Intel needs to sell 3 Celerons to replace one lost Pee-III sale. 4. AMD has now full line of competitive CPUs: k6-2, k6-III, k7. Volume and yields are improving. Place your bet. Kap.

To: IVAN1 who wrote (82919)	6/6/1999 5:03:00 PM
From: JDN	Respond to of 186894

Dear Ivan: Well, for me the BIG picture is that INTC is in the Microprocessor business. INTC is also BIG, POWERFUL, RICH and has a LOT of SMART PEOPLE. Looking LONG TERM it sure seems to me that whereever this leads us INTC will still be BIG, POWERFUL, RICH and SMART. Personally, I think the Celeron craze will end when the software capable of making Pentium III all that it can be, is more greatly developed. I plan to get a new computer within a year and believe me it will be a PIII not a Celeron. Not because a Celeron wont do what I PRESENTLY have a need for but because it wont likely do what I may want to do in the future. I am on my 3rd computer now and have learned my lesson. Buy for the future not the past or present. JDN

To: IVAN1 who wrote (82919)	6/6/1999 5:07:00 PM
From: Berney	Respond to of 186894

Ivan, I evaluate about 70 Big Boyz stocks on 15 fundamental criteria. A perfect score is 13 (due to 2 negative possible scores). Of the Big Boyz stocks, INTC recently tied with the second best score at 8. There has only been one perfect score in the 2 years I've been doing this and it was INTC in early 1998. The stock thereupon dropped 10% of its value in a couple of weeks. Obviously, the market didn't care about my scoring system. <g> However, any one who bought the stock in that timeframe has been well-rewarded. Fundamental analysis is difficult in that you are driving by looking out the back window. You have to assume that the road in front of you as it was in the past, and those corners can be brutal. There are probably only about a dozen stocks that I believe would be Buy & Hold candidates. INTC is one of them. But, I'm a trader, and you got to buy them when everyone hates them and sell them when everyone loves them. This is the only stock I personally own, fully margined. I've made my bet. Berney

To: IVAN1 who wrote (82919)	6/6/1999 7:40:00 PM
From: Joey Smith	Respond to of 186894

IVANI, In times of uncertainty and risk, stick with the companies with good mgt! Intel is right up there. Believe me, Intel is no IBM mgt. teams of the late 80s/early 90s. IMO, Intel is makig all of the right "strategic" decisions: moving into communication semiconductors, accelerating technology introductions, etc. (not just cost-cutting). joey

To: IVAN1 who wrote (82919)	6/7/1999 7:07:00 AM
From: Amy J	Respond to of 186894

REJ: "ALL: Where Intel is Intel headed . . . The big question. I bought Intel 10 years ago and held on through thick and thin" Hi Ivan1, Was that before/after Intel made the successful shift from memory into CPU? In answer to your question: 1. I wouldn't be surprised if K7 is (short-term) faster, but AMD is a short-term issue (i.e. < 1 year) IMHO 2. Merced/McKinley Server market 3. Network comm component provider initiative - aka Switzerland :) 4. When the investors scream for profits from the Internuts, some may hole up with Intel, a profit producing machine, whose growth took a hit last year because of the recession in Asia, possible indirect impact of delayed Merced as it related to desktop market shift, not Server. 5. Etailing/portal services demand on servers. 6. Shift from traditional broadcast to IP-broadcast. 7. Corporate IP-video deployment, which is happening [ e.g. it is publicly known MOT saved $M deploying IP-video for ONE reorg announcement ] 8. Consumer IP-video deployment dependent upon broadband and/or better compression technology (which keeps improving) 9. International VoIP growth 10. StrongArm/PCOAC Amy J