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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Skeeter Bug who wrote (42434)	1/6/1999 6:26:00 PM
From: Mary Cluney	Read Replies (3) \| Respond to of 132070

SB, >>>i thought intel said they were sold out? <<< Just so that there is some balance on this thread wrt to Intel - here is my 2c on the subject: 1. Intel was sold out 4Q. 2. Earnings next week will be better than expected. 3. The KNI Katmai New Instruction set to be released this quarter has the potential to surprise analyst just as the Xeon has surprised analysts with higher than expected revenues in a new market that many of the analyst do not fully understand. 4. The .18 micron process will put what remains of Intel competitors into a deeper hole - This will improve Intel manufacturing and reduce costs by an order of magnitude. 5. Merced next year will be significant - like real significant. 6. The potential of Intel is not fully understood - even by many of Intel's investors - wrt the enterprize market. 7. The full potential of the microprocessor and the role it will have in what Professor James F. Smith says "should usher in a new era of economic growth equal only to the industrial revolution at the turn of the century " is not fully factored into Intel pricing - IMO it is more important than the Internet. It will be very dangerous to short Intel with any real money. It is a possibility (in my very humble opinion) 1999 earnings can exceed $5.00. $6 or $7 is not impossible. Regards, Mary

To: Skeeter Bug who wrote (42434)	1/7/1999 11:43:00 AM
From: Knighty Tin	Read Replies (2) \| Respond to of 132070

Skeets, The exact lies from Intel were "sold out, couldn't keep up with demand, and huge pc sales." Instead, it was just a round of monopoly price gouging. <G> MB