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Strategies & Market Trends : Bob Brinker: Market Savant & Radio Host -- Ignore unavailable to you. Want to Upgrade?


To: Mark Pritikin who wrote (4569)4/12/1998 9:38:00 AM
From: Joe Basile  Read Replies (1) | Respond to of 42834
 
I did not hear any comments on either of the issues you mention. However, I was only able to catch the last hour due to baseball. Regarding Intel, I have heard Bob say in weeks gone by that the company needs to come to grips with the fundamental market shift to the sub $1000 PC, and that AMD and Cyrix are worthy competitors in this area.

REgards,

Joe



To: Mark Pritikin who wrote (4569)4/12/1998 11:01:00 AM
From: Rumblinrob  Respond to of 42834
 
Mark,

I was unable to listen to most of Bob's show as well. But, I did listen to part of the Intel discussion. He mentioned that the earnings report will be given Tuesday followed on Wednesday by the announcement of two new pentium product offerings. Also, I believe he mentioned that Intel's earnings have slightly diminshed over the past year, although, because I was in my car and leaving a strong signal area, I could hear the entire sentence. Any one else hear Bob's remarks about Intel from this point forward?



To: Mark Pritikin who wrote (4569)4/12/1998 12:30:00 PM
From: Bill Shepherd  Read Replies (1) | Respond to of 42834
 
Re: Intel and others earnings:

My recollection is that BB discussed the upcoming earnings reports...the "earnings season" as he called it. He said Intel will be leading the pack of tech sector reporters, and would be a bell-weather of sorts. He discussed that to stock analysts, this earnings season is a big-deal, as everyone waits to see the "report-card" of operations.

JMO, but I heard "caution ahead" in his discussion...no discussion of a melt-down of course, but perhaps some mild earnings disappointments.

Regards...Bill S