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To: FJB who wrote (3054)12/21/1997 12:57:00 PM
From: greg nus  Read Replies (1) | Respond to of 6843
 
Robert, I read it last night off the Intel thread.Of coarse the Intelabees want Drews head on a platter. Here is one about the cost of wafers and the industry wide scramble to .25u technology migration.
www4.techstocks.com Best of all here is one stating Boxmakers have stopped buying Intel chips in anticipation of the january price cuts.
lehman.com this report will impact Intels 4qrt.earnings lower than estimates which have already been lowered by 13% This could be the stroke that causes the earnigs disapointment as the sale in the last two weeks are critical to posting a good number. I sure looks like Intel will disapoint and the stock will get a Oraclelike crushing. With the pop in Intel stock late friday Technically it's a short term put buying oppertunity. This info wasn't posted untill after close.