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Technology Stocks : Intel Corporation (INTC)
INTC 38.44+0.7%Nov 10 3:59 PM EST

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To: John F. Dowd who wrote (92743)11/17/1999 8:06:00 PM
From: Jim McMannis  Read Replies (1) of 186894
 
RE:"So how can increased margins plus extraordinary demand result in a negative investment posture regarding INTC?"....

I think WStreet is thinking that the Coppermine/i820/Rambo* delays cost Intel Sales and ASPs for the quarter...
I'd would have expected nothing less than great demand for the Coppermine chips and the i820 but I'm not as excited about the demand right off the bat for expensive Rambo*.
I'm also thinking the Celeron is doing very very well at low ASPs or course...
BTW, IB Lettuce for .58 at my favorite discount produce store. <G>

Jim
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