Intel Strategy for Achieving Wealth and Off Topic Message Board

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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic

INTC 40.34

-2.6%

Dec 8 3:59 PM EST

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To: Sonki who wrote (20228)	7/21/1998 3:40:00 PM
From: Sonny McWilliams	of 27012

Sonki and all Dell and Mrk holders. I just got a glimpse of the David Faber report on CNBC. Dell's CFO had a conf. call. He did not say anything negative. He did say that the average selling price was going down but Dell has said that for some time and should have no effect on them. So, I guess some one jumped the chicken gun. gg. And Merck has guided the analyst's down on a bit slower 2nd half. But Merck is upbeat otherwise. Margins will not be down. Analyst's are adjusting the earnings a bit downwards but Merck contributes the earnings slowdown in the second half to more expenditures for products. End result? More drugs. I guess you are right on that buying opp. and Dell looks appealing too now. Sonny

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