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

To: kash johal who wrote (84997)	7/6/1999 5:53:00 PM
From: Proud_Infidel	Read Replies (2) \| Respond to of 186894

Message 10401002 Excerpt: The average sales price also rose by nearly 10,000 yen over the previous week, topping the 200,000-yen mark. This is certainly not indicative of Celerons cannibalizing the PIII's, an increase in the ASP's

To: kash johal who wrote (84997)	7/6/1999 5:57:00 PM
From: Paul Engel	Respond to of 186894

Kash - Re: "Q2 may be a tad weaker than anticipated. AMD has alluded to this." You call AMD losing $200 MILLION BUCKS and selling only 61% of their CPU production " a tad weaker "? That's a disaster of immense proportions. Which will most likely be followed by an even bigger AMD disaster next quarter. Paul

To: kash johal who wrote (84997)	7/6/1999 5:59:00 PM
From: Maverick	Read Replies (1) \| Respond to of 186894

INTC could be in for some tough sledding in the weeks to come. It was a battle of the analysts, with Merrill and Prudential upping the stocks rating from accumulate/accumulate to buy/strong buy while BancBoston Robertson Stephens cut its Q2 estimate on chip maker from $0.53 to $0.52... Also cut FY99 and FY00 estimates from $2.25 and $2.55 to $2.19 and $2.40... Briefing.com leans toward latter view... As such, INTC could be in for some tough sledding in the weeks to come.

To: kash johal who wrote (84997)	7/6/1999 7:04:00 PM
From: Tunica Albuginea	Respond to of 186894

kash johal, why do you invest in a loosing company? techstocks.com ( note the downward trend of AMD asnd the upward trend of INTC ). from a recurrent INTC investor, TA you said 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