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To: DJBEINO who wrote (39876)10/13/1998 4:32:00 PM
From: JF2155  Respond to of 53903
 
DJ--INTC trading 82 afterhours--not much growth in revs but a great qtr . Margins flat-- . CNBC having interview-- this will set the tone of the market.



To: DJBEINO who wrote (39876)10/13/1998 4:34:00 PM
From: Trey McAtee  Read Replies (2) | Respond to of 53903
 
dj--

will have to see what happens next. according to kernan INTC is trading down on instinet now.

now, we have good reports from INTC and AMD. that tells me that the low end segment is growing way faster than anyone thinks. that also tells me that there is not much upside to DRAM pricing.

good luck to all,
trey


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