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To: Van Nguyen who wrote (3441)1/5/1998 1:13:00 PM
From: Joey Smith  Respond to of 6843
 
Fuchi, you better read this...Kumar is the same analyst who has been reporting on "rumoured" OEM wins for AMD/CYRX so he is hardly an Intel supporter. I hope you're not short Intel.

From Briefing.com: Intel Corp (INTC) 74 13/4 +2 1/8: Loewenbaum & Co analyst
Ashok Kumar believes the semiconductor giant could exceed Wall Street's 4th qtr
estimate by as much as 15 cents or 17%, according to a Reuters report. He believes that
flash memory prices have stabilized and that the company's gross margins have
recovered to the 60% level.....