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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 3:59 PM EST

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To: Don Lloyd who wrote (69944)	12/18/1998 11:34:00 AM
From: Tony Viola	Read Replies (1) of 186894

Don, >>>It seems awfully early for INTC to talk about 1Q99 before the 4Q98 earnings report in mid January.<<< I was going to go back and try to find the "1Q99 looks better even than 4Q99" talk on this thread. I think it was about three weeks ago. Now, I think Morgan Stanley's $4.60 prediction for 1999 says it all. BTW, it's not awfully early for vision into 1Q for a company that says it's sold out on some key products. Don't you think that causes customers to "get in line" for the next quarter, like, make their intentions known with purchase orders? The talk about 1Q being very strong also contained some words about hardware replacement buying for the Y2K problem being significant. I can personally attest to the fact that it ain't just mainframes that are being fixed or upgraded. It's everything from PCs to workstations to servers to mainframes. Just an example: we are replacing a quarter million worth of Unix server hardware, mostly because of Y2K compliance problems with NIC cards and other non-CPU hardware. It was a wash whether to fix the pieces or upgrade whole system(s). The latter won because it gave us all new hardware for the same price. Tony

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