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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: VICTORIA GATE, MD who wrote (83055)	6/8/1999 9:02:00 AM
From: Process Boy	Respond to of 186894

Victoria - <''Compaq is up 45 percent year-to-date, the consensus estimate for the June quarter is about 22 cents, and we think that's too positive. There is a chance they could post an operating loss for the quarter, and there could be another disappointing quarter ahead.''> Stunning. <''Intel, for the June quarter, is on track. We're looking at a 3 percent to 4 percent revenue drop.> In other words, he expects it to turn out pretty much according to Intel guidance. Typical Q2. <If you look at it from a product-cost perspective, the Celeron line should stabilize at about 35 percent of the company's products.''> Scumbria may take exception to this one, since he anticipates virtual 100% Celeron mix any time now at a $50 ASP. :-) PB