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Politics : Idea Of The Day -- Ignore unavailable to you. Want to Upgrade?

To: steve susko who wrote (18920)	7/14/1998 6:03:00 PM
From: IQBAL LATIF	Read Replies (4) \| Respond to of 50167

I am looking at INTC SEG ASND numbers-- I think I will be able to get out of my puts even most likely if I am lucky-- lOt of positive the most important being share buy back-- the statement most important element which I will like to highlight (everything else will any way be looked by others) is the geographic rev source-- we saw a definit increase in US but HJapan was stable at 8% I would think that Europe and Japanese market if anything else are a definite turnaround, I am not good enough to pick a bottom but soewhere here lies the bottom in japan and if these two market shares increase and US stays strong we will see a different kind of INTC- I agree the profits are lower but I look at these numbers slightly differently right now I am long puts and would definitely like this to go down and back up but the reason I would think it may just move up higher is the fact that if you read INTC profits and look at CPQ statement that under 1000$ is the most profitable model we are looking at a possibility of a phenomenol demand of processors and DD's -- what I like is that both these sector leaders INTC and SEG are comfortable with their outlook. the stocks moves higher-- we have reached the bottom- SEG a definite turnaround here- gross profits as percentage of revs increasing a definite sign of improvement, they were 14.5% in year ended June 98 for this quarter the profits were 18.2% - I think the worst is over and DDX 160's will be great position to be in. Even WDC and other languishing stocks will be helped- DDX is going to move up sharply-- QNTM and SEG will be very helpful. ASND statement is good and so are the earnings-- I would think that we will see SOX attempting 262 soon taking out and going higher to 280 by Thursday-- probably- My sector would be DDX and SOX---I will wait for first half an hour before getting into the market.