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

To: Tony Viola who wrote (57750)	6/10/1998 5:52:00 PM
From: Joseph Pareti	Read Replies (2) \| Respond to of 186894

>You don't believe Craig Barrett's 2H98 >for the start of an upturn? I do, but what is your take for the CURRENT quarter ? Paul Fiondella indicated the PII price cut is the "last gasp" to rescue the quarter. I don't seem to have seen any comments to that ? On the other hand it's interesting the stock wasn't hammered down yesterday after MSDW downgrade but today.

To: Tony Viola who wrote (57750)	6/10/1998 6:03:00 PM
From: Dale J.	Respond to of 186894

<<You don't believe Craig Barrett's 2H98 for the start of an upturn? He's said it twice now, in front of a lot of people with microphones. >> That's right. And Intel isn't prone to exaggeration like those fellas at AMD and Cyrix. Those guys live by the response "Just wait 'till next qtr."

To: Tony Viola who wrote (57750)	6/11/1998 8:27:00 AM
From: Francis Chow	Respond to of 186894

You don't believe Craig Barrett's 2H98 for the start of an upturn? He's said it twice now, in front of a lot of people with microphones. Xeon will lead the way back. Hope springs eternal . . .

To: Tony Viola who wrote (57750)	6/11/1998 8:32:00 AM
From: Francis Chow	Read Replies (2) \| Respond to of 186894

You don't believe Craig Barrett's 2H98 for the start of an upturn? I should answer this more fully . . . Why would there be an upturn in H2? Don't focus on Xeon, look at the demand side - will the demand for high end machines increase, stay flat, or decrease? Will the price war continue and spread to the business and high end markets, or will is stay in the retail sector? Will the economies in Asia, Europe and North America get better, stay about the same, or get worse? These are the factors which are depressing Intel's profits.