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

To: Tenchusatsu who wrote (84995)	7/6/1999 5:50:00 PM
From: kash johal	Read Replies (4) \| Respond to of 186894

Tench, Re: "Niles and co", If you read his analysis it seems to make sense. Q2 may be a tad weaker than anticipated. AMD has alluded to this. CPQ has also alluded to this. Also everybody agrees that Celeron is cannibalizing PIII sales to some extent. So caution is certainly warranted as Intel will face pricing pressure in the higher end desktop space from AMD's K7. In fact rumours abound that Intel will be slashing it's PIII prices to below AMD's "initial K7 prices". So on this basis the CPU biz looks less than stellar with reduced overall volumes from Q1 overall. However we know that Flash should be great this quarter and also that high end server demand is pretty good. Depending upon how one reads the Flash/Xeon contributions one can make an argument for anywhere between 0.50 and 0.65 for the quarter. Just because he's urging caution - should not be read as the fact they guy has ulterior motives. regards, kash