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Technology Stocks : Intel Corporation (INTC)

INTC 38.02

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10:45 AM EST

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To: Paul Engel who wrote (92928)	11/22/1999 12:06:00 AM
From: Aaron Cooperband	Read Replies (2) of 186894

Paul - Re: earnings surprise Remember a few years ago when Intel announced that they were going to skip their planned December price cut? It was soon followed by a nice positive earnings surprise. It seems to me that if Intel only plans on reducing their prices on their 0.18 micron parts in December, then they're only planning on cutting prices on a very small fraction of their current production. By keeping prices on 0.25 micron parts unchanged, it sounds to me like they are effectively skipping their normal December cut, and that their 4Q revenue may be unexpectedly high. My guess is that Intel would prefer not to cut prices on ANY of their parts, given the excessive demand situation. To keep pressure on AMD, however, they've decided to cut only the 0.18 micron parts where their own pain will be minimized and AMD's maximized. Also, should anyone question this strategy, they can safely argue that their price reduction strategy was justified because of increased production efficiencies during ramp. Aaron

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