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Technology Stocks : Intel Corporation (INTC)
INTC 45.51+10.7%Jan 9 9:30 AM EST

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To: Paul Engel who wrote (90345)10/15/1999 12:07:00 AM
From: John O'Neill  Read Replies (2) of 186894
 
Paul...would you expect commercial demand to be low in Q4?

seems like retail would be intc's main play the quarter and that is the low end low margin stuff....i just don't see where INTC can possibly meet Q4 expectations as the situation unfolds....to quote Fleck 10/13...

"In the continuing saga of nuclear winter and related problems, Storage Tech pre-announced this morning and SAP, the German software company, announced problems. It supports those of us who believe in the corporate slowdown a la nuclear winter that I've talked about and Fred Hickey has written about Ever since Ingram Micro pre-announced its results about six weeks ago, we have seen all the earnings corroborate this view and none refute it. If this were a football game, the scoreboard would read nuclear winter 25, business as usual, 0.

comments??

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