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

To: Jeff Fox who wrote (56660)	6/2/1998 2:16:00 PM
From: Jules B. Garfunkel	Read Replies (1) \| Respond to of 186894

Thanks Jeff and Paul for your manufacturing and development expertise. I stand corrected. Jules

To: Jeff Fox who wrote (56660)	6/2/1998 2:50:00 PM
From: Jeff Fox	Read Replies (1) \| Respond to of 186894

Thread: Next key stock price influences... Lots of bad news is now out and in the stock price. Time to speculate on what will be the next "leading indicators". Here are my picks: 1. Q2 earnings warning - Hopefully it happens this week or not at all. Here no news will be good news; however I think a warning might already be priced into the stock. 2. Desktop and notebook sales - the cards are all on the table now. There is unheralded good news for Intel in business low end. AMD just hasn't dented this segment. Even IBM and Compaq have stuck with the Intel brand for all their business models. Businesses want to deal with competent products from a vendor that will be here tomorrow. But still I am watching for any significant penetrations by others. For the consumer market, until September the focus is the "back to school" sales. Watch for the sales response to the Win98 release. I know Win98 isn't a big change, but still consumers will wait for it. Who wants the old stuff on their brand new PC? Until this time it difficult to gauge the size of the pent up PC demand. I will be watching the relative popularity of PII-400 vs the K6-2 and more importantly the market share of both these processors vs Celeron and classic K6. This will tell us if the $1500 segment has legs with consumers. In September I expect the Celeron 300 with cache will be a huge hit for the Christmas '98 market. 3. IA-32 Server/Workstation ramp. This is now the key to any increasing ASP. Intel has worked hard to promote a stellar ramp up of Xeon servers. There is every indication that the market wants these machines in substantial volumes. I am watching for the reaction to NT 5 as again a Windows OS upgrade is the lagging part of the solution. Jeff