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To: Paul Shread who wrote (64490)9/11/1998 2:32:00 PM
From: Ben Antanaitis  Respond to of 186894
 
Paul,

I don't have the specifics of his call to the salesforce. I was just passing on 'breaking' news reports from Maria B this AM on SquawkBox.
Perhaps he has been quoted at places like briefing.com etc.

Ben A.



To: Paul Shread who wrote (64490)9/11/1998 2:41:00 PM
From: GVTucker  Read Replies (1) | Respond to of 186894
 
Paul, RE: <<I'd like to hear more on Kurlak's views. >>

Here's the bullet point summary

"Investment Highlights

--Q3 earnings to improve over Q2, trail year ago by 10%

--Stock price may rally some but not expected to be sustainable.

Fundamental Highlights:

--Seasonal pick up in PC sales helped by channel inventory depletion in Q2 and subsequent snap back.

--Expect no trend reversal in 1998.

--Temporary insufficient low end chip supply helping average selling price to hold flat in Q3. See lower average selling price in coming quarters."