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

To: Frank Ellis Morris who wrote (63880)	9/3/1998 8:22:00 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Frank, RE:" All those factors"... There will be a time when they are all factored in. Intels stock price holding up rather well here suggests that about all the bad news is factored in. A projected good fourth quarter and the stock will be at all time highs again. IMHO. A little surprise in the 3rd would set that up. Depends on how many Celeron As they can make because they can likely sell them all. Probably have to dump the remaining Celeron Classics, that will hurt a little...but again, Celeron As have to be selling like hotcakes. Two main problems I see for Intel are the relatively large die size and the Celeron A cannibalizing the Pentium II. If they can make good margins on the Celeron As then they are OK. Yield can make up for die size somewhat. Of course if the whole stock market tanks then all bets are off and we'll be looking for a new entry point. Jim Jim