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

To: kash johal who wrote (63409)8/26/1998 12:12:00 AM
From: Dale J.  Read Replies (1) | Respond to of 186894
 
It is interesting to me the misreading of the Intel marketing guys remarks. Apparently Intels marketing manager stated that volume outlook for second half was positive and would be higher than first half.

It is A VERY LONG STRETCH to turn this statement into a guidance for earnings for Q3/Q4 (either positive or negative).

Kash,

Listen carefully. Cover your short position and go long my friend. You can join in some of the profits. It's not a strech at all, in fact it's a no-brainer. Intel will exceed estimates. He really told us nothing we didn't already know.

Dale



To: kash johal who wrote (63409)8/26/1998 2:10:00 AM
From: william j cap  Read Replies (1) | Respond to of 186894
 
kash, you are right, amat is an indicater for the health of the semi sector. couple years ago amat's announcement after an earnings release that things were looking up even though they just had a bad quarter sent the semis and many other tech sectors soaring. obviously they are not ready to make that call for some time. so i say tech stocks are weak wed.

william


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