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

To: TTOSBT who wrote (60162)	7/14/1998 5:26:00 PM
From: Diamond Jim	Read Replies (1) \| Respond to of 186894

RE: "If this were the beginning of uncertainty I would agree but it is just the opposite it is the end of uncertainty in Intel's case." ++++++++++++++++ TT, I am almost sure you mean this in a positive way but the cup could be viewed as 1/2 full or 1/2 empty, please clarify. jim

To: TTOSBT who wrote (60162)	7/14/1998 5:26:00 PM
From: Jim McMannis	Read Replies (4) \| Respond to of 186894

Unfortunally, when a company misses it's number a lot of institutionals just automatically sell. Jim

To: TTOSBT who wrote (60162)	7/14/1998 5:39:00 PM
From: D.J.Smyth	Read Replies (2) \| Respond to of 186894

TTOSBT, Intel shows $278 million greater cost this quarter for "cost of goods sold" than last quarter which had slightly higher revenues. Probable scenario due to (a) buying materials in prepartion for the 2nd half of the year and the Christmas season? Intel shows $28 million increased research and development from last quarter. They show $76 million increased marketing, general and admin. costs. They show $60 million less in interest from investments this quarter. Adding these figures we have a $442 million difference from last quarter which translates into $.25 a share assuming dilution. It is odd that their cost of goods would increase by such a significant margin given their purchasing in different Asian markets where the cost of goods has decreased substantially (Compaq reported today that it's cost of producing systems has decreased 42% from the same time last year). any thoughts? the increase in the cost of goods sold this quarter is $.16 in earnings. odd. inventories appear to be in line from last quarter, so where is the additional cost coming from?