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

To: Road Walker who wrote (41969)12/11/1997 10:53:00 AM
From: Charles Skeen  Read Replies (2) | Respond to of 186894
 
CNBC reported earlier that Merrill Lynch downgraded AMAT, Novellus and other equipment makers. I think that Merrill just got the word about the SE Asia crisis. Earlier, CNBC also mentioned (I recall) that some 50% of AMAT revenues are from Asia, and 24% of Intel's.

With price cuts, poor product mix, and Asia, will INTC be the next to go (pre-announce)?

Charlie.


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