Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 39.36

-0.1%

Jan 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John Patrick who wrote (78778)	4/13/1999 4:48:00 PM
From: kash johal	Read Replies (1) of 186894

John, Re: Q2 slowdown I read the report and generally one can say Q1 was pretty good, considering the lowered expectations. The Q2 thing is worrying. Last year was the 1st half of 98 stank due to excess channell inventory by folks like Compaq. This year the channell is not stuffed and they are still forecasting a slight down quarter. It could be the usual CYA, as the Intel longs will analyze it, but to me it seems that another 5% revenue decline in overall Q2 numbers will be viewed as quite negative. Particularly when you consider how AMD shot themselves in the head with only 4.3M units in Q1. Assuming AMD does better than Q1, the Q2 forecast could be a tad dicey. Just my humble opinion. Regards, Kash Johal.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next