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Technology Stocks : Intel Corporation (INTC)
INTC 34.72+3.3%2:14 PM EST

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To: Charles Skeen who wrote (41971)12/11/1997 12:05:00 PM
From: Road Walker  Read Replies (4) of 186894
 
Charlie, re: "With price cuts, poor product mix, and Asia, will INTC be the next to go (pre-announce)?"

I don't think the price cuts which were anticipated when Intel gave guidance will cause an earning shortfall. I'm not sure where you are getting your information about bad product mix, can you give me a reliable reference that has visibility to Intel product mix? The Asian effect on Intel's revenue and thus earnings very well could cause them a problem, which would cause them to change guidance.

If they do have a clear understanding of what impact Asia will have on their revenues, I do think it would be in the best interest of stockholders to release that information ASAP.

John
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