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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 (44619)1/9/1998 10:54:00 AM
From: Joey Smith  Read Replies (2) of 186894
 
Paul the biggest question about Q1 forecast centers around OEM BTO model conversion. If most have converted already, we might get a pleasant surprise for Q1 forecast. Asia effects on Intel are also a questionmark. Other than that, I think its business as usual at Intel: they should meet estimates with margins flat to slightly higher, demand for their products are good, .25m conversion should offset any greater than expected price cuts, etc.

joey
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