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To: Tony Viola who wrote (66457)10/13/1998 5:40:00 PM
From: Neal davidson  Respond to of 186894
 
Tony: You are exactly correct. Intel would not have reported such a good third quarter if they were concerned about the fourth quarter. They would have taken several of those excess cents and saved them for the Q4.



To: Tony Viola who wrote (66457)10/13/1998 7:31:00 PM
From: Jeff Fox  Read Replies (1) | Respond to of 186894
 
Tony: re:"company guidance for the 4th quarter - Watch those MB's"

Better yet - Intel has built in leading indicators. Chip sets sell before motherboards, and motherboards sell a quarter before processors. (this because processors are plugged in right before systems ship.)

So what did Intel say about motherboards sales trend?

Jeff


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