Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 44.06

-3.2%

Jan 12 3:59 PM EST

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To: Road Walker who wrote (2392)	7/17/1996 9:43:00 AM
From: Jules B. Garfunkel	of 186894

John, Your, "Jules, do you have an early read on performance going forward? You certainly have more information and experience than I do." Thank you for the compliment. If you truly are a long term investor in Intel, then I suggest you look beyond Q3 and now focus on Q4. We were already told by Intel that Q3 will be flat, i.e.($1.16 to $1.19). However, yesterday Intel maintained its forecast for 17 to 20 % industry growth. That would imply to me that Q4 should be a bang up quarter. Therefore, I would look for opportune times to continue adding to my core position. If you want you can play short term swings, (which I am not good at), do it with options. As always I reserve the right to be completely wrong, and to be able to change my mind. fuchi---It seems very ironic to me that where I was wrong on my $.02 cents earnings prediction short fall, was not taking into consideration that Intel received better than expected royalty revenues for license fees. How much of that was paid by CYRX or AMD? Jules

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