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Technology Stocks : Intel Corporation (INTC)
INTC 47.14-2.3%12:35 PM EST

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To: Paul Engel who wrote (59546)7/8/1998 8:29:00 PM
From: kash johal  Read Replies (3) of 186894
 
Paul,

There will be an oversupply of x86 CPU's in Q3. This will mean lower prices, lower margins, and lower profits for everybody.

IMHO, Intel will probably get hurt the least due to it's excellent operations, lower mfg. costs, and higher end CPU's. I still think however that margins will suffer, and profits will be reduced.

Are you of the judgement that Intels margins, and sales will NOT suffer and therefore the stock price will go UP and that the coming oversupply will not damage Intel.

regards,

Kash
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