Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 47.14

-6.1%

Feb 10 3:59 PM EST

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To: Barry A. Watzman who wrote (33124)	9/29/1997 5:17:00 PM
From: henry tan	of 186894

Barry, I agree that we should look into fundamentals and eranings than speculating with TA and "gaps". From my resources (suppliers for top 5 box makers) they are shipping more oders than ever. This might explain why DELL and CPQ are up recently. ( I didn't own any of those, INTC is 80% my portofolio). Unless, the top ten box makers are earning market shares from third tiers box makers, I believe Intel 3rd and 4th quarters report should be as good or even better than last year. Someone might like to add commenst here on why DELL and CPQ are up significatntly and INTC is still between 90 and 100. Could INTC be at the valley before f another peak ? My guess is DELL and CPQ are selling directly to users, it is easier to visualize their result. Secondly, INTC has spent lots more in R&D etc. it is not easy to calculate its result quickly. Best Regards, Henry

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