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Technology Stocks : Compaq

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To: williet who wrote (10138)12/4/1997 5:53:00 PM
From: Seyda  Read Replies (1) of 97611
 
Williet -- <<... INTC will NOT miss the number this quarter but will not exceed it either. Next Q is the real winner for INTC.>>

Excellent post Williet... I believe INTC miscalculated the market response and choose to stay silent in the last quarter triggering an huge move in a jittery market. At the time, this was something they thought they could get away with. Things are different now and I don't think they can afford any mistakes this time. Kurlak and others has already indicated their expectation for another 25% drop in the stock.. It would be detrimental for the stock not to meet expectations this time...

Regards
Seyda
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