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

To: Steve Porter who wrote (60133)	7/14/1998 4:59:00 PM
From: Darren	Respond to of 186894

This is the link to listen to the Conference Call via Real Audio: intel.audionet.com Starts at 2:30 PDT. Also, CFO will be on CNBC at 4:00 PDT.

To: Steve Porter who wrote (60133)	7/14/1998 5:02:00 PM
From: gnuman	Read Replies (2) \| Respond to of 186894

Q3 Rev. flat to Q1? Q3 earnings down from Q1? Doesn't look like Intel will reach $0.81 in Q3. From the earnings report <The company expects revenue for the third quarter of 1998 to be flat to slightly up from second quarter revenue of $5.9 billion. Consistent with the company's earlier expectations, second half revenue is expected to be greater than the first half revenue. Gross margin percentage in the third quarter of 1998 is expected to be up a couple of points from 49 percent in the second quarter. Intel's gross margin expectation for the full year 1998 is unchanged at 52 percent, plus or minus a few points. In the short-term, Intel's gross margin percentage varies primarily with revenue levels and product mix. >

To: Steve Porter who wrote (60133)	7/14/1998 5:34:00 PM
From: John O'Neill	Respond to of 186894

Steve..I agree with you>>maket want to know why<< INTC has a lot of quantifying too do during conf call to show analysts from where they are drawing conclusions about Q3 &Q4. IMHO the spreading problems in some foreign markets will take a very heavy, and currently underestimated, toll in the second 1/2 of 1998 for many companies, including INTC. This is nifty fifty time with the double whammy that fewer and fewer global markets are performing well in addition to just a few stock accounting for market gains. 56% of the 43% gain in the biggest 100 OTC stocks since Jan 1 was account for by just 5 stocks......The "nifty five" Cisco, MSFT, INTC, Dell, and Worldcom (quote from CNBC today) JO