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

To: Maverick who wrote (66692)	10/14/1998 11:20:00 PM
From: Paul Engel	Read Replies (1) \| Respond to of 186894

Maverick - That's GREAT NEWS ! Q3 was a BLOW OUT and Intel says Q4 will be EVEN BETTER! WOw, Maverick - what was AMD's guidance on Q4? Did AMD claim that sales were DEFINITELY going to be UP? Why didn't they? Doesn't that worry you, Maverick? Intel sees a good Q4 but AMD didn't give any definite guidance? Is AMD worried about dropping ASP's again? How deep will AMD's K6-2 price cuts be on October 26, Maverick? Why haven't we heard about any scoobie new 3DNOW software, Maverick? Have software developers decided not to use 3D NOW? That worries, you, doesn't it, Maverick? Paul

To: Maverick who wrote (66692)	10/14/1998 11:36:00 PM
From: Tony Viola	Respond to of 186894

Mavs, >>>"I would not have expected to hear the word 'slightly,'" said Scott Randall, a SoundView Financial Group analyst. "<<< Two things have already been pointed out at least 3 times on this board about the "slightly better 4Q prediction by Intel": 1. 3Q was nothing short of tremendous. You don't often follow tremendous with "major" up. 2. Even given "1" above, Intel said after 2Q that 3Q would be flat to slightly up from 2Q. 3Q ended up killing 2Q. Intel is conservative. 4Q may kill 3Q. Don't bet against it. Tony