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


To: Joey Smith who wrote (45302)1/13/1998 7:48:00 PM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
Joey, you're welcome. I finally listened to a CC to the end. During the latter half of the questioners, I was using the go ahead 15 seconds button as the calls started to repeat. BTW Kurlak called and asked two questions: one for a reiteration of when Intel expects to be 50% PII. Intel said end of 2Q, on schedule. I remember Tom saying he'd consider Intel a buy again when they were 50% PII (or maybe when he saw a schedule he believed?).

His other question was whether Intel had signed a sweetheart (my name here) deal with HP for $80 Pentium 200 MMXs, for HPs low cost Intel based PC. Intel declined to comment. Kurlak sounded surly.

BTW, I won't feel out of the woods until I see how the street reacts to the lower GMs.

Tony