Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 48.67

-0.2%

Jan 29 3:59 PM EST

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To: Barry A. Watzman who wrote (23895)	6/4/1997 10:29:00 PM
From: Joey Smith	of 186894

Barry, re:I think that both 2nd & 3rd Q will be down. I am concerned that Intel could have a rough time -- stagnant at about $8/share -- for the next 18 months, essentially until Merced comes out. I think the key will be PII. Both AMD/CYRX are implying that they will give up the high-end mkt. to Intel and concentrate on consumer mkt. This is great news for Intel, and most people don't realize the implications yet. If PII can ramp up in 3Q/4Q, this will raise their ASP, since these margins should not be affected too much, if at all, by the competition. Maybe 3Q will be flat, but starting in Q4, takeoff once again! joey

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