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Technology Stocks : Intel Corporation (INTC)
INTC 36.92+3.1%1:12 PM EST

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To: Road Walker who wrote (43337)12/29/1997 5:14:00 PM
From: Joey Smith   of 186894
 
John, I agree. There are a lot of analysts who think Intel might miss this quarter (at least that's what they are saying). The run-up comes when Intel meets estimates and comes up with decent guidance. The thing I'm unsure about is OEM's BTO model. Intel said it should be pretty much complete by the end of the year. I don't know. Also, how much of an effect did this have on the bottom-line that we no longer have to worry about??? I think we'll get some very good news about .25m migration and cost reduction. I think Intel will meet estimates.

joey
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