Tom Costello, NASDAQ, covered INTC this morning
on CNBC. It is the number one most active stock. A
summary of the report is linked to the CNBC Specials
page. Get there through the following
I'm (way) long on Intel also, have been for some
time & very overweighted in my portfolio, thanks to
splits. As you've pointed out in some of your posts,
Intel is diversifying into much more of a
telecom./networking co. and while PC chips will be it's "bread &
butter" for some time, the diversification will lead to
long-term growth (as Internet growth also continues) for
years to come. I think within a couple of years Intel
will have a P/E similar to Cisco, Lucent, Microsoft,
etc. and long term investors will be greatly
Good luck, I'll watch for your posts.
I'm long-term on Intel... way long term. I don't
even play the dips. So far I haven't been
As far as who I am? I'm a computer
geek from way WAY back who still has fond memories of
his 486 with a whopping 8Meg of RAM and the
blindingly fast 9600 Baud modem.
As far as
StrongARM, I'm not quite as savvy on that product group.
Hypothetically there will be a new one for the Intel 0.18 micron
process. Current demand is very high and seems to be
As far as the server farms
and what not, Intel has been pretty tight lipped
about them as well as the work with AD. I'll keep my
eyes open on all of the normal IT press and see what
Well, those phantom people who "aren't" buying
Pentium III's tripled it's sales last quarter. You seem
to throw around a lot of numbers as to the supposed
performance of the K7. I'm waiting for an independent
benchmark at this point (as AMD and INTC aren't exactly the
best sources of information regarding their own
Furthermore, AMD is yet to demonstrate that they can actually
PRODUCE it. The K6-3 is a less complicated chip than the
K7, and they managed to thoroughly muff production of
Remember, it isn't about who has the fastest chip, it's
about who has the fastest chip IN QUANTITY that they
can MAKE MONEY ON! INTC could do tons better than the
Pentium III, but could they manufacture enough to make it
profitable at this point??? The key word is PROFIT. I
suggest that AMD should learn the meaning of that term
soon, else they'll become a non-entity.
consise logic & insight on INTC vs. AMD 3Q
issues. I agree with all your points, they seem to be
right on target (almost too good, I'm wandering who the
hell you are).
I never see you speculating on
the future price of Intel's stock though. You'd
probably say that Intel is a great growth co. & for
long-term investors the stock will continue to outperform &
set new highs (as it's done in the past). I'm waiting
for the time when Intel get's a (higher) P/E similar
to Cisco, Lucent, Microsoft, etc....which they
Besides the 600mhz PIII, Coppermine, & Merced milestones
you mentioned, any insight for qtrs. 3/4 on:
-next generation SrongARM (SA-2) chip release?
-First Server Farm & first customers?
telecom. products (chips) from venture with Analog
Otherwise, I enjoy your posts, keep them coming!
Arent buying that many PIII's is because there
isn't that much of a performance advantage between the
PII , PIII, & Celeron.
The Athlon, on the
other hand, can deliver from 30 to 50 % higher
performance for the same price as the PIII. Only and 800mhz
PIII could even come close to the performance of a 550
mhz K7. What does the PIII offer? Faster Internet?
they need to see 70 before take an action. intc
will easily hit all time high by next week. we need
one more good news to send this baby fly above 70.
only serious investor, like me, be rewarded for
holding intc long, looooong, looooooooooonnnnnnggg time.
AMKR was recommended on CNBC. This company is the
largest in its business and it carries a P/E that is
about half of its competitors. Since the end of June,
the institutional buying has been HUGE! CHECK IT OUT!
For all of you rich people who owned INTC now is
your time to get rich again. NETS is poised to take
off. UP 3+ today and climbing. Price target set of $50
12 months and $130 past that. At less than $25 it is
a steal. They have a web site to be launched next
month and by then it will be too late. Get in today!!!