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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (24053)	9/10/1998 5:55:00 PM
From: Duker	Respond to of 70976

Skeeter, <<before averyone gets their panties in a wad about intel, realize that there is something novel called seasonality. also, expectations were crappy to begin with. intel, at best, is a very slow growth company that isn't priced like it. this is more like a "are death has been greatly exaggerated" announcement vs an "everything is great in rosy scenario..." announcement.>> Thanks for the concern about my panties. Perhaps, some day after I resolve the wad issue with my undergarments, you can explain the vagaries of seasonality to me (color pictures and graphs help). I really do not get very excited by quarterly reports. However, I am intrigued by the gross margin guidance (especially the 200bpt sequential increase that is presumably weighed-down by some one time expenses) and the reasonable demand picture. PC demand, no matter how you cut it, is a big deal. It is a big deal for the entire economy. It is a big deal if you own SemiCaps or DDrives or MU. I am not reading 5.0% GDP growth for 1999 out of this announcement. I just think it is an interesting data point. --Duker