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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: John F. Dowd who wrote (91018)	10/27/1999 11:44:00 AM
From: Harry Landsiedel	Read Replies (1) of 186894

John F. Dowd. Re: "This is really surprising." I've not seen the SSB report but, I would guess that there is concern that based on the CPQ conference call last night that server revenues may be depressed in the 4Q due to Y2K. If PC sales surprise on the upside in 4Q and servers surprise on the downside, Intel's margins and profits take a short-term hit. Just a possibility. HL

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