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

To: andy kelly who wrote (81795)	5/27/1999 1:46:00 PM
From: Paul Engel	Read Replies (4) \| Respond to of 186894

Andy - Re: ". That's good enough for me. I picked up some of the 2002 calls this AM. " Good luck with those LEAPS - what strike price did you buy? Paul

To: andy kelly who wrote (81795)	5/27/1999 2:20:00 PM
From: andy kelly	Read Replies (3) \| Respond to of 186894

Thread I would like to revisit an issue from the Q1 CC that I haven't seen discussed here. The question of INTC's forward looking GM predictions. This is from memory but I think they predicted 59% +/- for Q1 and 2 but then down to 57% +/- for Q3 and 4. Why is this? Isn't this the opposite direction as one would expect, with back to school and Christmas buying pulling margins UP in Q3 and 4? Were they looking for Celeron sales to pull down margins, competition with the K7 to heat up, or the dreaded overcapacity price war to get started? All of the above? What do people think? Andy