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

To: gbh who wrote (50532)	3/8/1999 11:40:00 AM
From: Mike M2	Read Replies (2) \| Respond to of 132070

Gary, the "positive" comments are qualitative not quantitative. The bottom line is they expect the Q to be down sequentially . If I recall correctly the seasonal sequential decline Q4 to Q1 decline first appeared two years ago prior to that the industry saw steady sequential gains on a quarterly basis. I expect a revenue warning but as M Bearke-g- points out they can probably make the earnings estimates. The analysts will be sure to set the target low enough so INTC can " beat the estimate" and Maria Bartiromo can cheer about the great numbers. -g- Mike

To: gbh who wrote (50532)	3/8/1999 12:03:00 PM
From: Earlie	Read Replies (1) \| Respond to of 132070

GBH: A fascinating article. Interesting as much for its location (China) as for its content. Sales of P3 are "about as planned"....I wonder what the "planned sales" were? (g) The spot markets sure do not evidence any shortages of INTC product at the moment. I'm having a great deal of fun digging into this business about March 11 and the possibility of some product being returned. I'll post anything that may prove of interest. It is amazing to me how the market pundits choose to ignore the basic and distasteful facts that PC sales are mediocre ("seasonal") and that there are lots of micros around at discounted prices. Best, Earlie