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Technology Stocks : Intel Corporation (INTC)
INTC 48.76-1.0%10:26 AM EST

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To: Fred Fahmy who wrote (36186)10/16/1997 1:22:00 AM
From: Paul Fiondella   of 186894
 
And what if the "seasonally strong" Q4 (read Christmas) is of low end chips?

Think about it. people buying up cheap Pentium 200's, AMD K6 200's, Cyrix, 150MHZ laptops. All of the low margin "low end" CPU's that match up nicely with $100 motherboards from Taiwan.

What do you think that will do to Intel's margins?
Got a clue.

Well a lot of investors here are going to be made into real big time suckers. You are betting against Intel's announcement of a flat Q4, Alan Greenspan, any slowdown however induced in the market for electronics, and the length of the economic expansion itself.

Don't any of you remember Intel's boom bust history? You think it just goes on forever and ever huh. Like RCA in the 1920's. How could anything ever have an effect on RCA.

Watch out when you hear the professionals mention the word "rotation".
Its like Rosebud.......
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