Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 35.10

+2.3%

Nov 19 3:59 PM EST

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To: Paul Engel who wrote (74993)	3/1/1999 7:38:00 PM
From: t2	Read Replies (2) of 186894

I think people are going to be in for a surprise when Intel announces earnings (or preannounces better than expected results for this quarter). How could this happen? I believe Intel started their Pentium III hype after shipping a lot of the PIIs at the higher prices. The price cuts on the PIIs were just announced. It might have been the PC companies that got stuck with the higher price older chips. However, Intel probably timed it for their benefit---they must have a lot of smart finance and accounting people to figure this out. My analysis is crude but I believe there could be some protection for Intel in this demand "slowdown". I maintain that it was just caused by a slowdown due to PIII and can be corrected within a month by a surge in PIII sales. Notice that Micron mentioned the pluses for their next quarter but for Intel it might be sooner. JMHO----

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