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Technology Stocks : Intel Strategy for Achieving Wealth and Off Topic -- Ignore unavailable to you. Want to Upgrade?

To: Sonny McWilliams who wrote (18112)	3/4/1998 6:59:00 PM
From: Frank Ellis Morris	Read Replies (2) \| Respond to of 27012

Good Evening Sonny, It is amazing how the whole world has changed in just a couple of hours. Tomorrow is not going to be for the faint of heart. If Intel was trying to drive its stock price down, I am sure that its mission will be accomplished. Don't you feel like you want to choke somebody at Intel?? Today many were given a sigh of relief to see Dell and Intel up and also many other techs as well. Now the whole thing is going to collapse and we are just little unprotected sheep who have to be victimized to the claws and teeth of the institutions who are permitted to trade in after hours. Take care, this whole thing just plain sucks. Frank

To: Sonny McWilliams who wrote (18112)	3/4/1998 7:13:00 PM
From: Sonki	Read Replies (5) \| Respond to of 27012

after hours quotes at bottom... let me if u get any news on dell. gift horse oppurtunity ! Intel (INTC) Update: Intel did not specifically note its earnings expectations for Q1, but based on the $650 mln revenue shortfall and its gross margins, we can expect analysts' estimates to come down about $0.20 from the current First Call consensus of $0.93. Other bad news: this Q1 shortfall was not just an Asia story; Intel cited weakness in Europe and the Americas as well. And still more bad news, margins fell to 53% in Q1. In January, Intel said that margins were "expected to be down a few points from 59 percent" in Q4 -- the decline to 53% sounds like more than a "few points." While many will be quick to note that Q1 is typically weak for Intel, it is not this weak. In the last three years, revenues have always risen sequentially from Q4 to Q1; this year they will fall 10%. Even year/year trends look ugly -- revenues will be down over 9% year/year in Q1; from 1995-97, year/year revenue growth averaged 30%. One positive (or not so negative) note: Intel said that expenses will be about 5% higher than their January estimate, but this increase is due entirely to a nonrecurring charge related to the Chips & Technologies acquisition. After Hours Trading Update: Intel has now dropped to 74 on Instinet. Other tech stocks are following suit; here's a list of current quotes with the NY close in parentheses: DELL 133 (138 7/8), IBM 99 (102 1/16), CPQ 28 (29 1/2), TXN 52 1/2 (55), MU 33 3/4 (35 5/8), MSFT 79 1/2 (82 5/16).