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Technology Stocks : Intel Corporation (INTC)
INTC 47.14-6.1%Feb 10 3:59 PM EST

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To: Road Walker who wrote (35920)10/15/1997 11:22:00 AM
From: Gary Ng   of 186894
 
John, "If all these things are so good, why are you saying things are so bad"

Because they are too greedy. Intel said both gross margin
and renvenue will most likely up and this is a quarter by quarter
comparison. It is a very healthy trend and one has also to
factor in the fab ramp up cost.

On the other hand, some other vendor told them that only
when everything is executed perfectly then the 2M target
can be met without even a clue how much revenue will
be generated and they felt very happy about it.

Sigh, Analysts.

Gary
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