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

To: Barry Grossman who wrote (45210)	1/13/1998 5:20:00 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Barry, Agree 100%. Nice performance from Intel. I think they will continue to be very conservative in their conference call, and I wonder how the analysts will handle that. Interesting that there wasn't a lot of visibility to the Asian problems when they gave their last guidance, have to wonder what the results would have been without Asian soft sales. Also of note for the future, they beat expectations by almost 9% and they didn't revise their guidance. John

To: Barry Grossman who wrote (45210)	1/13/1998 5:22:00 PM
From: Dwight E. Karlsen	Read Replies (2) \| Respond to of 186894

Barry, many tech companies have been pounding the table on Europe for several months already...CPQ particularly, CA, even BAY and I believe INTC mentioned an improving Europe in their last CC...the problem is that Asia news has drowned out Europe conditions whenever they were mentioned. DK