Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Paul Engel who wrote (59546)	7/8/1998 8:29:00 PM
From: kash johal	Read Replies (3) \| Respond to of 186894

Paul, There will be an oversupply of x86 CPU's in Q3. This will mean lower prices, lower margins, and lower profits for everybody. IMHO, Intel will probably get hurt the least due to it's excellent operations, lower mfg. costs, and higher end CPU's. I still think however that margins will suffer, and profits will be reduced. Are you of the judgement that Intels margins, and sales will NOT suffer and therefore the stock price will go UP and that the coming oversupply will not damage Intel. regards, Kash

To: Paul Engel who wrote (59546)	7/8/1998 9:13:00 PM
From: Fred Fahmy	Read Replies (2) \| Respond to of 186894

Paul, <AMD is destroying itself - NOT INTEL!> Here are the facts. INTC AMD CYRX 96Q1 0.51 0.18 0.10 96Q2 0.58 -0.26 -0.79 96Q3 0.74 -0.28 -0.36 96Q4 1.06 -0.15 -0.23 97Q1 1.10 0.09 0.33 97Q2 0.92 0.07 -0.27 97Q3 0.88 -0.22 -0.04 97Q4 0.98 -0.09 closes shop 98Q1 0.81 -0.39 98Q2 0.69 est -0.45 TOTAL 8.27 -1.50 BTW, given today's move on INTC what are the chances we will be hearing from Tom Burlap tomorrow? My guess is that he will reappear for certain if INTC crosses 80 in the next couple days. FF