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Technology Stocks : Intel Corporation (INTC)
INTC 33.62-4.2%Nov 20 3:59 PM EST
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To: Road Walker who wrote (41969)12/11/1997 10:53:00 AM
From: Charles Skeen  Read Replies (2) of 186894
 
CNBC reported earlier that Merrill Lynch downgraded AMAT, Novellus and other equipment makers. I think that Merrill just got the word about the SE Asia crisis. Earlier, CNBC also mentioned (I recall) that some 50% of AMAT revenues are from Asia, and 24% of Intel's.

With price cuts, poor product mix, and Asia, will INTC be the next to go (pre-announce)?

Charlie.
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