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Technology Stocks : Intel Corporation (INTC)

INTC 35.94

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3:59 PM EST

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To: Paul Engel who wrote (72855)	2/4/1999 12:19:00 PM
From: Burt Masnick	Read Replies (1) of 186894

Been checking the AMD threads for anything like a reason for the no-show at the conferences. Nothing other than wild speculation so far. Are there mandated "quiet periods" for certain types of transactions, such as mergers, spin-offs or others that legally preclude a company making an announcement. If that's not it, what on earth is going on? My personal list of possibilities is: 1)Cancellation of order by major customer(s) (but that would leak) 2)Yield problems (K6 probably would leak, K7 wouldn't) 3)ASP diving like a submarine under attack (might leak) 4)Dresden problems (wouldn't leak) 5)Cash flow/financial problems (wouldn't leak) 6)Divestiture of malperforming parts of the business (might leak) Burt

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