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To: Eric Yang who wrote (25430)7/13/1999 6:45:00 PM
From: Richard Habib  Respond to of 213173
 
Eric, thanks for that. Guess that puts us around .65/.66. Just have to wait and see.

Jim, Intel was up in after hours last I looked on a "strong" 2H outlook. Margins are estimated at 60% for 99 which translates to about 61% for the 2nd half indicated either a strong product mix or cost cutting. If the former I'd expect Intel to move substantially higher. On the other hand if analysts get the feeling it's mostly cost cutting it's going down. Either way I'm out at 63.5 a few days ago. But it was a nice 48% options gain from the 50-51 mark.



To: Eric Yang who wrote (25430)7/13/1999 7:15:00 PM
From: Adam Nash  Read Replies (1) | Respond to of 213173
 
Eric,

Great job on estimates, as usual. We'll see tomorrow, but I think you are close. I think we may get a bit more upside from margins, but that's more of a hunch than anything else. Outside chance for $0.70.

Hope the meeting next week goes well - I will be here at work, but I'll be eagerly awaiting the notes.


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