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Technology Stocks : Intel Corporation (INTC)
INTC 45.51+10.7%Jan 9 9:30 AM EST
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To: Elmer who wrote (164636)4/26/2002 6:51:08 PM
From: Tony Viola  Read Replies (1) of 186894
 
Don't count on the Droids though to "connect the dots" and figure out how bad AMD's yields are. It's way over their heads.

That's not really saying much when their heads are in the sand. Ha ha.

I was thinking that Intel has a decent chance of beating estimates in Q2 (EPS) if for no other reason than manufacturing efficiencies/cost savings, and resulting better margins. I don't think any analysts have recomputed any EPS numbers using the new higher margin estimates. Of course, the economy has to at least support seasonal buying.

Tony
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