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

To: Fred Fahmy who wrote (65658)	9/30/1998 6:01:00 AM
From: Duker	Read Replies (1) \| Respond to of 186894

FF, Gene has no idea. Neither does anyone, except INTC. Have another cup of coffee. --Duker It would be very strange to have a positive pre-announcement, followed by a miss.

To: Fred Fahmy who wrote (65658)	9/30/1998 8:10:00 AM
From: gnuman	Read Replies (2) \| Respond to of 186894

Fred Fahmy, re: <Since you continue to predict Intel will miss earnings....care to guess how badly??? Do you expect an earnings warning here shortly or do you think they are only going to miss by a few cents? Do you have an EPS estimate for Q3? Do you recognize 0.78 as the mean estimate?> I've been using the 79 cents from the NASDAQ site of 34 reporting analysts. (Actually it's $0.789), so is everyone rounding down? ;-) My guess is still that they'll miss by a few pennies. Operating costs and expenses were up in Q2, and I thought they said they would be up more in Q3. I don't think Xeon will have much impact on Q3, (will they reach Q2's PPro revenues?), and I would be surprised if CPU ASP's increased. But that may have a lot to do with the Q3 mix. I've been using a CPU ASP of $215 on a 12% qtr/qtr growth in units. Lehman will publish revenues by Intel business a couple weeks after the report. That will be very illuminating. I'm still trying to find data on servers and Intel share. Gotten some interesting inputs, but still fuzzy. Gene