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Technology Stocks : INTEL TRADER -- Ignore unavailable to you. Want to Upgrade?

To: smolejv@gmx.net who wrote (1735)	1/12/1998 12:23:00 PM
From: Intel Trader	Read Replies (1) \| Respond to of 11051

DJ: IMO a slight bias (upward) exists re INTC's earnings vis. the way the stock is trading today especially, but also over the last couple of days (if you filter for market volatility). If we can hold the present high (74 '13 or so) with no drop off tomorrow, I would put my money on earnings not being blockbuster by any means, but more like a few cents ahead of consensus. Again, their conf call will be a major tell all. Might they say that Euro will help offset any weakness caused by the Asian debacle? here's to pizza, steaks and beer from sunny Abilene : )

To: smolejv@gmx.net who wrote (1735)	1/12/1998 12:29:00 PM
From: Berney	Read Replies (1) \| Respond to of 11051

DJ, I generally don't get concerned about quaterly earnings. In fact, I think its a joke! My analysis last summer showed that 16% of the S&P 500 cos had annual, consistent eps growth since 1992. INTC is an exception. Quarterly earnings have been trending down this year. ANALysts have 1998 earnings growth substantially below the long-term projected growth rate and both projections have been trending slightly down. My personal take is that the earnings estimates are so far below the historic and projected growth rates that the potential is greater to the upside. This seems confirmed by what the big boys were doing in Dec. Tommarrow will be important to restore confidence in INTC and Tech. The big money today certainly seems to be making their bet! Anyone else notice that a lot of attacks on stocks sure seem to occur while the companies are in their quiet period? Berney