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Technology Stocks : Intel Corporation (INTC)
INTC 37.89-0.1%Nov 12 3:59 PM EST

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To: Paul Engel who wrote (90100)10/13/1999 3:44:00 AM
From: Amy J  Read Replies (4) of 186894
 
Hi Paul, when was the last time Intel couldn't meet demand? 1997? The fact they even suggested this as a possibility, implies to me they are expecting a very healthy demand for Q4 unit shipments.

My interpretation of the conference call is, for Q4:

- Revenue is expected to be up, and I interpreted this as ~7% to <15% according to the ranges,
- ASPs have stopped drastically declining (will ASPs be flat?),
- Expenses are eventually expected to return to the "traditional model"
- Demand will be very healthy
- GM will be up 2%.

Everything sounds good to me. Are you going to buy some INTC tomorrow - if so, at what price would you consider purchasing more? I really hope Intel takes a dive tomorrow morning so I can pick some up.

Best,
Amy J
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