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

To: Narotham Reddy who wrote (61691)	8/3/1998 9:18:00 AM
From: Joseph Pareti	Read Replies (4) \| Respond to of 186894

>Thomas Kurlak of Merrill Lynch is again >making negative comments about the sector; so what's the difference between Kurlak and a programmed cd-player ?

To: Narotham Reddy who wrote (61691)	8/3/1998 1:37:00 PM
From: Mary Cluney	Read Replies (4) \| Respond to of 186894

Narotham,>>>Kurlak warns again today<<< Just what is he warning us against? Is he telling us that Intel guidance is not to be believed? Is he telling us that he knows something that Intel isn't telling us in their guidance? Does he have some hard evidence to suggest that Intel sales and/or their ASP are going to be lower than expected (or as provided by their guidance)? Is their something more negative in the economy that he knows of that the rest of us don't? Does he suggest that Intel should change their guidance? We should really try to hold Kurlak's feet to the fire. If he knows something material about the semiconductor market - that changes the forecast - he should let us know what it is. If he is just making some alarming statements to lower sentiment - then we should also be aware of that and let others know that that is what Kurlak is doing of late. Mary