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Technology Stocks : Intel Corporation (INTC)
INTC 40.56+10.2%Nov 28 9:30 AM EST

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To: Barry Grossman who wrote (102579)4/18/2000 8:40:00 PM
From: Road Walker  Read Replies (1) of 186894
 
Barry,

re: "So tell me John, how fast do you think it is going to keep growing and then tell me how anyone would know the unknowable?"

It's part of Intel's job to project microprocessor demand and to ramp to it, it is what they do. Everybody makes mistakes, and one or two quarters would be understandable. But a year, plus the next quarter?

re: "Re hostility: I noticed it when Drew Peck asked a question about investment income porion of their earnings. I don't recall any other examples of the hostility you refer to. Can you point to a few more instances?"

I didn't take notes. I plan to listen to a replay of the CC, I'll let you know.

Let me ask you a question. Is Intel as effective in executing it's business strategy as it has been in the past? If not, why?

John
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