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Politics : Ask Michael Burke
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To: GuinnessGuy who wrote (23490)10/12/1997 10:03:00 PM
From: valueminded   of 132070
 
Craig:

Although, intel may not disappoint, I think their is a real chance that they say the market got tougher and the pricing environement is hurting. I think they will need to talk analysts down in the next week. My reasoning is simple, they printed money at the end of last year by foregoing their typical discount in November. This year with the AMD and cyrix clones, they are not only forced to discount but the cuts have been bigger than usual. Additionally, as has been previously mentioned by Steve and others, the sweet spot in the computer makret is sub $1000. Many of these do not have Intel's inside.

Nothwithstanding, they will do alright but I see the potential for at least some type of warnings/talk the analysts down if not a disappointment. (imo)
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