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Technology Stocks : Intel Corporation (INTC)
INTC 47.14-6.1%3:59 PM EST

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To: Paul Engel who wrote (59573)7/9/1998 2:39:00 AM
From: Glenn Barrera  Read Replies (1) of 186894
 
You are one of the few here who do not view intc's overall margins as "guaranteed". What is your estimate for Xeon's shipped in the final 2 q's and price breakdown? How much of this revenue is replacing Pentium Pro rev? Since 300 class will be baseline shortly, do you think business purchasers will finally jump on the "sub XXX" bandwagon?
Many people here think the earnings number is what is most important tuesday, but I think you would disagree. What is your estimate of what intc will be trading at W - F next week?
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