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Technology Stocks : INTC
INTC 40.16-2.9%Oct 30 3:59 PM EDT

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To: Jules B. Garfunkel who wrote (824)1/14/1998 7:17:00 PM
From: Fred Fahmy   of 990
 
Jules,

Your observations are exactly why I disply such disdain towards most <GG> analysts. Absolutely ridiculous. How can Niles say the 55% margin guidance was a "shock"? Absurd. Hasn't he been listening to the guidance for the last 5 quarters??

I view the earnings report and guidance and long term prospects as positive.

Headline's like "Intel Beats Estimates Sightly" were simply poor reporting.

Fortunately, the analysts have no control over long term financial performance which will determine the value of INTC down the road.

Once again, Intel turned in a solid performance within the guidlines they provided earlier.

Good to hear from you again,

FF
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