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Technology Stocks : Intel Corporation (INTC)

INTC 35.94

-5.1%

3:59 PM EST

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To: kolo55 who wrote (55696)	5/16/1998 3:09:00 PM
From: Mary Cluney	Read Replies (2) of 186894

Paul, You paint a bleak picture without providing any material information to dispute two main points in Intel's guidance to analysts. 1. Intel will maintain GPM at about 50%. 2. Business will improve 2H98. If you know something materially relevant then you need to put Intel managments feet to the fire - to come clean. otherwise, you would just have to go with their guidance. You paint a bleak picture with words about two competitors fighting for their lives and outsourcing production (at what has to be a higher cost) - because they can't compete on their own - causing a catastrophic scenario. In the meantime Intel is accellerating the lowering cost of the production of the PII processor and improvements in feeds and speeds - not to mention their slot I strategy that could obselete the competitions products once and for all. I won't mention Merced and what that is going to mean. Is it that simple? Could I ramp up a Coke clone and increase production to 50% of cokes (or outsource it to RC Cola) and give it away and I will capture 50% of Cokes market share? Mary

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