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

To: Dale J. who wrote (60315)	7/15/1998 12:10:00 AM
From: Deeber	Respond to of 186894

INTC down after the bell...but I think people did not analyze the earnings yet. We shall see pre-open...GO GO GO!! Deeb

To: Dale J. who wrote (60315)	7/15/1998 12:11:00 AM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

When was it Compaq warned of zeros? If they had a whole quarter (or good part there of) of favorable currency flux vis a vis a strong dollar, don't be surprised if their earnings are better than expected. Currencies are very powerful determinents of cost of goods sold. Jim

To: Dale J. who wrote (60315)	7/15/1998 1:03:00 AM
From: Maxwell	Respond to of 186894

<<Dell always moves higher ;-) That is because they beat the number and meet the whisper #. <<I think Intel will move higher.>> Why? They missed the whisper #. They missed the estimates. Margin down. Q3 flat to slightly higher. Mendocino and Celeron will drive their margin down even more. Competition will get stiffer. Asia is not improving. In a chip price war box makers benefit, chip makers lose. Maxwell