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

To: Diamond Jim who wrote (76767)	3/18/1999 9:46:00 PM
From: Mike Morley	Read Replies (1) \| Respond to of 186894

Critique of those numbers. . . They have little to do with Intel. They are for the EQUIPMENT manufacturers that Intel et al. order Fab and Assembly/Test equipment from. I believe you may be confusing this with old Semiconductor Book-to-bill that used to be followed and reported so closely. That number was discontinued, largely because it only reflected North American sales and bookings. That is only half the picture. Since Intel is a 26+ billion dollar sales per year, they must be doing over 2 billion per month. 1.2 and 1.4 would be terrible. Mike

To: Diamond Jim who wrote (76767)	3/19/1999 10:40:00 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Jim, Re: "One more thing, how can an analyst really believe Intel will come in with revenues 3% shy of qtr 4? why not 2%, why not 4%, I mean really now, do they have a clue at Intel's investment profits as well as a zillion other things going on inside Intel. Intel already said flat to down a bit." Good point about a company with so many products and investments...hard to call. Also, is Intel much into consulting and services, like IBM, I wonder? Those are really hard to call wrt revenues and profits. Having said that, don't forget that Dan Niles of Robertson Stephens nailed Dell's slightly under revenues last quarter. I bet he got some pretty bad threats from the Dellheads before the actuals came out, but he was right on. Dell may not have as many products going as Intel to add up, but their service is probably more significant. Anyway, Intel has been steadfast in saying revs would be seasonally lower this Q. On another front, I like what Osha, the new chip guru at ML came out with re Intel. Finally, a guy that makes sense from that company (on chips). Tony