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Technology Stocks : Intel Corporation (INTC)

INTC 43.75

+0.6%

Dec 3 3:59 PM EST

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To: Thomas M. who wrote (50347)	3/9/1998 10:52:00 PM
From: Fred Fahmy	Read Replies (1) of 186894

<You regard 5% yty growth "good", meaning it is good given the crappy industry conditions. -g- GTW grew mega in 1996, and mini in 1997.> Actually, I see it the other way around. I see 5% growth as good considering the phenomenal Q4 they had the year before. I also consider it good vs. what was expected (i.e. beating estimates by 31%). I also consider it good considering they were coming off of a tough quarter. I'm not arguing that times are the best for the PC makers. Obviously there are currently some excessive downward pressures on ASP's and therefore earnings. However, to characterize last year's industry conditions as "crappy" is a rather large exaggeration given that the two biggest pure PC players DELL and CPQ grew yty earnings 90% and 37% respectively. As for this year....admittedly we're off to a rough start. FF

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