| To: Raymond Thomas who started this subject | 10/16/1995 7:44:00 PM | | From: olduser | | | | |
I am looking for an $80 price by january, possibly higher. Based upon the earnings just released today this stock has just confounded all the naysayers and the sellers who pounded it down from $78 on july 18. Some fools sold this stock based upon the premise that the chain of incremental earnings growth had been broken. They overlooked the extraordinary gain from the sale of VLSI Technology which resulted in a 6 cent per share gain in the first quarter. In comparison it appeared on the surface that the 2nd quarter was down, when in fact, from continuing operations it was up 3 cents per share. This Qtly report continues the trend of maintaining the strong earnings growth. Keep in mind one key fact, the management bonus plan dishes out rewards based upon growth in EPS ! This is definitely a good time to grab as many shares as your pocketbook will allow. Then stand by and watch your money grow ! |
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| To: Raymond Thomas who started this subject | 10/16/1995 9:26:00 PM | | From: Cameron | | | |
There are several points in the Q3 '95 report. 1) increase of
inventory 2) the push of product to ship before end of Qtr as
evidenced in receivables build up 3) Errosion of Gross margin
Sure, upon this news they will shoot up a bit, but be back down
to follow the apparant tech slide well into late November. Will
the P6 ship in the forthcoming weeks? Will it be bug-free? Can
FAB 11 really produce 0.35 micron in volume?
The report says to me Intel is stretching....why? |
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| To: Bud Fox who wrote (2) | 10/18/1995 6:22:00 PM | | From: Chris Vu | | | | |
Well Marcus, December is now too late. I do not think you will want to get in on Intel at $70-$80 in December. If you had gotten in around $58 a few days ago, you could have made 9 points easy. Well, risk always has its rewards right? |
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| To: Cameron who wrote (4) | 10/19/1995 4:34:00 AM | | From: olduser | | | |
>Will the P6 ship in the forthcoming weeks? Will it be bug-free? <
For the first time in Intel's history, they have done something unique
when testing P6. They have learned a lot on the Pentium problems and
accepted the facts that they made errors. P6 was for the first time
pre-released for field-site tests, It has already been tested with
all major applications and s/w vendors, So far no bugs have been found.
I do agree with some of the replies earlier that the stock will trade
at $80. I personally think if will trade between $90-$94 by end Dec 1995.
Any one buying it even now is buying at a cheap price, the long term
prospects till Sept 96, will show continous up trend in stock since
they have all the fundamentals. |
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| From: Joseph wang | 10/26/1995 8:22:00 PM | | | | | |
Do you see a possibility of price competition with the Cyrix chip?
Also, isn't Intel spending alot of money on expanding -- to include
PC manufacturing (which isn't going on sale any time soon).
Will these expenses affect the current market price?
I think $80-$90 won't happen unless Intel demonstrates that the Pentium
Pro is significantly faster than the P5. Also, when is the chip
scheduled to be released?
Any bugs and delays will definitely affect their profit margin.
Do you think the demand is that great for the Pentium Pro?
I also think that 4Q won't be as strong as 3Q earnings because of
the price reduction for all the P5's.
I don't think Intel will trade at $90 any time soon. |
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| To: Raymond Thomas who started this subject | 10/28/1995 9:09:00 PM | | From: Chris Vu | | | |
Compaq just announced that they will join others in purchasing ready-made motherboards from Intel starting with P6. With the exception of the disk drive, monitor, memory, and keyboard, Intel(Inside) supplies everything inside the PC. According to semiconductors analyst Whittinton, the Pacific Northwest site could be Intel's next PC division. They may be taking the next step to promote the "Intel Outside." If so, they will come full circle to dominate the PC market with their value-added products. Way to go Intel! Furthermore, the analyst also added that they will earn $5.15 in '96 with a return on equity of 32%. He said the stock is undervalued and I agree wholeheartedly.
According to Busines Week a few weeks ago, the Taiwanese manufacturers were dropped by Intel. Intel used to buy motherboards from them but has decided to produce the motherboards themselves. A lot of Taiwanese manufacturers are going broke because of that. If Intel can fight against the Taiwanese's dominance in the motherboard market and win, AMD and CYRX are formidable enemies but the battle can still be winnable. AMD is now having trouble absorbing the purchase of NexGen and Cyrix has no manufacturing plants. These fabless companies will run into problems when demand is too great. So, anyway you look at it, it is hard to fight Intel when it has 80% dominance in microprocessors. Intel is too powerful! |
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| To: Chris Vu who wrote (8) | 10/29/1995 3:08:00 PM | | From: damniseedemons | | | | |
Were are you getting this information about Intel entering the PC market (please list the sources)? Also, if Intel really is getting into the PC market, shouldn't Compaq (who just signed an agreement to purchase Intel motherboards) be upset with Intel for moving in on their turf? Last week, I also read that Compaq doesn't like Intel's business practices, and its stranglehold on the microprocessor market, which is why they are trying to help smaller companies like NexGen. Please comment! |
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| To: damniseedemons who wrote (9) | 10/30/1995 12:49:00 AM | | From: Chris Vu | | | | |
It is well known that Intel has been manufacturing PCs for other companies(if I am not mistaken one of them is HP) for a number of years on a limited scale. Regarding the comment about Intel's plant in Pacific Northwest that could be their future PC division, I quoted semiconductor analyst Whittington in his interview with Barron's. Have you heard of the saying, "If you can't fight them, join them?" Compaq has no choice. |
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| To: damniseedemons who wrote (9) | 10/30/1995 3:38:00 AM | | From: olduser | | | |
"Compaq trying to help smaller companies"
-----------------------------------------
This is the most rediclous comment I have ever encountered. In PC market companies
are trying to survive because of shrinking profit margins, No one is
running a charitable / humanitarian bussiness with the axe right on top.
"Compaq be upset for Intel moving in their turf"
------------------------------------------------
I cannot believe this..., Go out on the street and ask any one trying to
buy a PC a simple question!! "Given a choice.. will they buy a PC from
INTEL or COMPAQ" If think I you got the message, the answer is loud
and clear. Compaq is in no position to dictate any thing to Intel.
They make the CPU, Compaq uses it, Intel dictates what they use.
Its like MicroSoft few years ago when they came up with the Software
'CPU' called "windows 3.0". At that time you could have argued that companies
like "Staker, WordPerfect, Novel, Borland"..you can go on, would get
upset for MicroSoft moving on their turf. MicroSoft did JUST that, in
Windows 3.1 they introduced MS-OFFICE, double disk, virus-scan. In Windows
for Workgroup they introduced Networking, In Windows 95 they gave
the user every thing plus an extra dimension of Garphical DataBase
manuplation. MicroSoft within two years send a lot of companies from
dominancy on their TURF to Bankruptcy. MicroSoft makes the Operating
system, they know the internal interfaces, no one can make a product
that uses Windows interface BETTER THAN THEM, and they have an extra
POWER, when they announce a delay, all other vendors that use their
platform have to silently sit and wait in their chair.
Today INTEL has the same position and DOMINANCE. They make the CPU's
they have designed the internal details, no one can make a PC based
on Intel CPU platform better than them and NO ONE CAN MAKE A CPU IN THE COMING
4 to 6 YEARS BETTER THAN THEM. I think its the right move for INTEL to
make PC, MicroSoft did just that in Software. Ofcourse a lot of companies
will go in RED, but we the consumer will profit from lower and better
quality products.
Look at it this way INTEL in few years could be in a Position to put Bill
Gates aside, but MicroSoft today or in few years will never have that
drivers seat, they can only put away a lot of software companies, but
a Hardware developer has a lot of firmware knowledge, he has both the
qualities... |
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