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

To: Jim McMannis who wrote (74830)	2/28/1999 12:52:00 PM
From: Gary Ng	Read Replies (1) \| Respond to of 186894

Jim, Re: When do you expect the earnings downside warning? Based on the past experiences about Intel's pre-warning(up or down), there will not be one for Q1. Most likely, it will be just as they predicted in the Q4 report. Gary

To: Jim McMannis who wrote (74830)	2/28/1999 1:11:00 PM
From: t2	Read Replies (1) \| Respond to of 186894

Earnings warning? Good luck with that one. The shipments of PIII have started. This is a higher margin product. Might actually offset slow downs in cheap PCs.IMHO. As soon as the PIII got released, i bet demand for PCs just got a big boost. No wonder there was a slowdown in January and February---a lot of buyers were waiting for the PIII. Intel would have started shipping these mid February so the PC makers could start selling now. Compaq had denied there was a inventory glut in the system. So what does that mean? Retail channels wanted to wait for the PIII to some degree thereby causing slowdowns in shipments from Compaq and others.