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

To: Paul Engel who wrote (74785)	2/27/1999 8:15:00 PM
From: t2	Read Replies (1) \| Respond to of 186894

Of course, if the early part of Q1 sales were depressed while waiting for Pentium III sales to kick in, this slowdown will crimp Q1 sales and earnings. It will be Q2 earnings that reveal the impact of Pentium III sales. I think it will affect Q1 sales--we got March to go through. Intel is probably shipping a lot of PIII (high margin) to the box makers in February. A lot of those PC companies either sell direct or stuff the retail channels (like Compaq, HP, IBM). I can imagine the retail sellers wanting to get their PCs to the market faster than the next guy. PC companies might lose a little in having inventory in the retail channels (PII and Celerons). For Intel the big profits will be this quarter. Remember Windows98 was not a big deal as all the analysts were saying. It gave the PC industry a much need boost. I think the PIII will do the same. BTW--Dell in their conference call stated that their revenues were low due to late corporate buy orders. I have a feeling that the big spenders (non corporate) wanted to wait for the latest . What is one month for the PIII--instead of going out and buying the fastest PII last month.