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Technology Stocks : Intel Corporation (INTC)
INTC 38.33+3.5%Nov 5 3:59 PM EST
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To: gnuman who wrote (61732)8/3/1998 4:28:00 PM
From: Mary Cluney  Read Replies (2) of 186894
 
Gene, Hello? >>>That's the kind of data that can help figure out the margins now and in the future. And if you have any data as to the success of these chip's that would also be helpful.>>>

The only people that has this information are working for Intel. They are in touch with their suppliers and know how much they are paying for their supplies. They know their fixed overhead costs. They know how much they are selling their products for. They are working with their customers to find out what the demand is so they can help their customers with their inventory. They know as much about this business as anyone.

They are not going to lie to you. It does not make any sense, businesswise, for them to lie to you.

Yet, you are hoping, someone like a Kurlak can find some data somewhere that would make liars out of Intel Management. You will accept any negative information, whatever its source, or perception of negative information from Kurlak and or other sources (like some very small hedge fund operators posting on this thread)as gospel. And you are very comfortable with this kind of information. Information that you do not know where it comes from. Information that may be just someone's imagination. Or, information that is just made up to drive the stock down.

Go figure.

Mary
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