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Technology Stocks : Intel Corporation (INTC)
INTC 44.06-3.2%3:59 PM EST

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To: Amy J who wrote (182392)10/18/2005 10:26:15 AM
From: t2  Read Replies (1) of 186894
 
Anyone catch the Apjit Walia (RBC analyst) interview this morning on CNBC. I heard most of it but missed the part about his Q4 outlook.

I just wonder if the current Intel stock price can take a slight reduction in Q4 estimates. Of course, a uptick in margins in September quarter will be the really bullish news , in addition to good revenue numbers.

btw--I noticed he did not take the AMD threat seriously. His worry about Intel was that it is too dependent on PCs.
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