Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.72

-2.3%

Nov 17 3:59 PM EST

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To: Paul Fiondella who wrote (44618)	1/9/1998 10:31:00 AM
From: Paul Fiondella	Read Replies (2) of 186894

My screen is all red today --- Anybody want to discuss earnings? How about trying to reach a consensus about the impact of Tuesday's earnings announcement on the stock. Here are some in favor of the stock going up. -1- Intel may have maintained market share in the sub $1K segment. -2- Users may still be willing to pay a premium price for Intel Inside in the face of uncertainty about who its competitors are. (Witness CPQ belated campaign to certify AMD as faster better.) -3- Intel will report strong sales going forward in the top of their PII line in the server market. Here are some in favor of the stock going down. -1- Intel will report lower earnings than expected. -2- Intel will announce that Asia is having an impact upon its expected earnings going forward. -3- Intel will forecast lower margins for 1998 and weaker product demand. -4- Intel will discuss inventory problems. -5- Intel will announce a cut back in capital investment. -6- Intel will announce that sales of 25% of its last quarter's production of cpu's devoted to the PII line were very disappointing whereas most of its sales were in MMX and low end CPU's.

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