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Technology Stocks : Intel Corporation (INTC)
INTC 36.47+0.7%11:16 AM EST
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To: Tony Viola who wrote (84078)6/21/1999 11:28:00 AM
From: Mary Cluney  Read Replies (5) of 186894
 
Tony, >>>Cowen was negative (called himself neutral). He said it's a bigger, longer term problem of ASPs, and the market calling for the cheaper Celerons than the high end Intel chips.<<<

I caught the last 30 seconds where Mark Edelstone from AG Cowens (I believe) was chanting his mantra lower ASP not making up for higher volume .

Remember, he was the anlayst that admitted he did not understand the Xeon market and Intel's potential in that sector. Did he ever indicate that he is now up to speed in that area?

Mary

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