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

To: Scumbria who wrote (80553)	5/7/1999 10:48:00 AM
From: Gary Ng	Respond to of 186894

Scumbria, Re: Business can not afford to throw money away on computers I know two companies can afford to throw money away on CPU alone. Oops, make that one, one gone. Gary

To: Scumbria who wrote (80553)	5/7/1999 10:53:00 AM
From: Process Boy	Respond to of 186894

Scumbria - " I think you are missing the point about desktop prices. " This argument is nothing new. It has been around for years. If you mean the magnitude of the effect is increasing, it may be. I don't know, Intel may be having problems, but I don't know this yet. I will assume that if Intel looks like it is going to have a quarter that is different than guidance, they will indicate so soon. Also, with intel's acknowledgement of the Value PC segment, I believe they take this into account when they are forecasting and planning. As for the Xeon sales stuff, I have absolutely no visibility on this at all. I need data, just like you. The press and analysts seem to think they can get a handle on what's going on in the desktop market, but I see very little in the way of current Server and Workstation sales forecasting. It would be hard to discuss something that seems to be so opaque. I agree, Xeon's effect on INTC's outlook is HUGE. If A.A. is reading this, maybe he can answer why the server and workstation markets seem to be so hard to call between quarters. PB