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

To: Paul Engel who wrote (37194)	10/21/1997 8:36:00 PM
From: Dennis	Read Replies (2) \| Respond to of 186894

Paul, What next OK, so where do we go from here?? I just read a pretty dismal report from PW about next years eps. Report said intc will trade in the low 70's. PE of 20. EPS of $3.50 !!! Are they right or just nuts ??? I'm a little concerned, shouldn't we all be ??? GO MERCED, PLEASE !! Peace, Dennis 1

To: Paul Engel who wrote (37194)	10/21/1997 8:54:00 PM
From: Jeff Mills	Respond to of 186894

Check this out: nasdaqtrader.com Merill was the #1 voulme dealer of INTC shares in September and have been #1 for the last 3 months. They traded 8% of all INTC shares last month! And you know they prepare themselves (short) accordingly before Kerlak goes on the squawk box with his calls.

To: Paul Engel who wrote (37194)	10/21/1997 8:57:00 PM
From: Harry Landsiedel	Read Replies (1) \| Respond to of 186894

Paul. Re: PC Mkt. & Intel 4Q earnings Here is something I picked up on the CPQ thread. Murphy feels that part of Intel's cautiousness is an inventory correction as more boxmakers got to the Dell/CPQ BTO model. Once inventories are aligned, Intel sales will take off again. techstocks.com HL

To: Paul Engel who wrote (37194)	10/21/1997 9:04:00 PM
From: Jim Patterson	Read Replies (1) \| Respond to of 186894

Re: " Who in their right mind would consider a non Intel chip to save $40 on an entire system?" Paul I agree with you on this one. But, what it is doing is forcing INTC to cut prices so fast, Will INTC be able to maintain Margins and revenue growth at this rate of price decline ? If they can not, then maybe INTC price is headed towards AMD's. BTW, I heard (sorry, but I really heard) that INTC has cut prices on flash to cost. That may preasure Q4 E even more. Jim