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Re: wbmw post# 45707

Tuesday, 07/17/2007 2:38:48 PM

Tuesday, July 17, 2007 2:38:48 PM

Post# of 151754
@WBMW - Q2 earnings
Don't get me wrong, Intel looks great fundamentally these
days, probably best since many many years, but the stock run
very much in the last weeks, for me a bit too much. I wouldn't
be surprised, if the market takes the stock down, if Intel
isn't able to show really really good numbers, which I don't
expect. The key point for the stock will not be Q2, the
focus will be on margin update and some market-share fore-
casts, probably a bit too on 45nm. My advice short-term.
Take some shares out at 26,5 and buy them back tomorrow
at 25-25,5. Just my 2C.

For Long-term "Traders" - this Q2 should have no real big
effect -> just hold.


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