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To: Keith J who wrote (7815)3/4/1998 9:56:00 PM
From: craig crawford  Read Replies (1) | Respond to of 27307
 
If AOL goes down with YHOO point for point I will consider it an ok day. Obviously I am short AOL and long YHOO.



To: Keith J who wrote (7815)3/4/1998 11:32:00 PM
From: Oeconomicus  Read Replies (1) | Respond to of 27307
 
But don't forget, 1st quarter is usually weak for INTC anyway.

I think the expectation was for flat revenues. They are saying down 10%. I wouldn't call that slight.

First Call was saying semiconductor stock eps was expected to be down 13%. That was before the warning. They also cut the growth estimate for the S&P 500 to 3.7%.

Let Craig "buy the dip" and sell more into the dipsters' rally. But that's just an unpaid opinion.

Bob


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