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Technology Stocks : Intel Corporation (INTC)
INTC 50.59+4.9%Feb 6 9:30 AM EST

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To: Road Walker who wrote (4976)11/8/1996 9:44:00 AM
From: exhon2004   of 186894
 
John:

I tend to agree with Ibexx. Grove said 3rd qtr would be flat with 2nd and the overdrive was huge. Since production costs include fixed as well as variable costs, any overdrive in revenue tends to be reflected in nicely higher gross margin rates as well as dollars.

This thing is on a steam roller. If you estimate where intc will be based on what they say, IMHO, you will significantly underestimate performance.

Best Regards

Greg Gimelli
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