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

To: Tony Viola who wrote (85548)	7/13/1999 7:47:00 PM
From: wvalx	Read Replies (1) \| Respond to of 186894

Just curious about the CC and Intel's take on the second half of the year. I work at a Dow component company and they are putting the screws on the PC ordering until y2k is over, because we just spent the last 2 years certifying our environment as y2k compliant. There are two scenario's: 1.) companies buy new PC's to become y2k compliant or 2.) companies spent the last X number of years and X millions of dollars to become y2k compliant and the hold pat. Did they talk about it in CC?

To: Tony Viola who wrote (85548)	7/13/1999 8:00:00 PM
From: royco	Respond to of 186894

Tony & all intc longs: $.51, 60% GMs for the YEAR. All the shorts can babble all they want. Intel has done and will do just what they're previous/present guidance indicated. Andy B. emphasized the 60% FOR THE YEAR. Where are all the idiots complaining about cannibalization and PIII, Merced et al problems? The P/E for this company will continue to increase imo; Those who predicted a typical run-up and drop after better than expected earnings missed the real story, the 2nd half of this year. FWIW, those who panicked @ 4:17 p.m. and those who feel they'll cash in tomorrow are pathetic. Xmas season will be sweet. OTOT-C.Schilling starts the All-Star game after all, vs Martinez. looking forward to it. Regards, Royco