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Technology Stocks Intel Corporation (INTC)

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To: Raymond Thomas who started this subject	10/6/1995 8:45:00 AM
From: mad max	of 186892

I calculate a PEcom value of 13.9 for Intel. Based on leading earnings estimates, the P/E is about 11.4, so the stock is already undervalued at present prices. However, Intel has sold at P/E values as low as 9, so the stock could drop another 20% depending on the extent of the technology selloff. The PEcom value is my estimate of a "fair" P/E value. It is based on net income growth rates, profit margins, current asset/liability and debt/equity.

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To: Raymond Thomas who started this subject	10/10/1995 11:27:00 PM
From: Bud Fox	of 186892

I believe Intel is fairly valued in the low 60's, but I would not buy until December due to the volatile market. The short term downside is too great.

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To: Raymond Thomas who started this subject	10/16/1995 7:44:00 PM
From: olduser	of 186892

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	of 186892

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	of 186892

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	of 186892

>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
	of 186892

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	of 186892

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	of 186892

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	of 186892

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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