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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.2%Nov 28 9:30 AM EST

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To: gnuman who wrote (46914)2/2/1998 12:47:00 PM
From: Shahen Petrosian  Read Replies (1) of 186894
 
> I don't think the transition to PII is as fast as Intel expected

In the analyst Q&A, post Q4 report, Intel management is extremely upbeat about the PII transition. You can listen to it on the WEB with RealPlayer (free download). By 2H98 (exiting Q2) they expect 50% PII. They reiterated this for Kurlak during the Q&A.

Shahen Petrosian
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