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Technology Stocks : Intel Corporation (INTC)
INTC 37.89-0.1%Nov 12 3:59 PM EST
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To: John Hull who wrote (97767)1/31/2000 5:13:00 PM
From: Michael Bakunin  Read Replies (1) of 186894
 
Thanks for the reply, and sorry for the delay -- I've been away.

Quick thoughts:

[trends/congruent = too general]
With the exception of Japan, the geographic growth rates are positively correlated for the eleven quarters provided. Besides, the worry isn't cyclical variation, but secular change.

[consumer/corporate]
It seems clear that corporate behavior has been a major factor in hardware underperformance, from Dell & Compaq to IBM. I welcome your input on expectations for consumer PC buying patterns.

[incremental error margin]
Errors arise from inexactness of accounting and reporting. I don't see how this applies to our necessarily inexact speculations.

[fundamentals less volatile]
I expect you're right; I also expect I'm right about pricing and capacity. I assume pricing is moved by marginal demand, so even a small, domestic shortfall would have an effect.

[Osha]
My first post was a devil's-advocate challenge. I'm glad you've taken the time to respond; I wonder whether the Socratic approach will be the only one I can expect from you.

Any news on Willamette? There have been a lot of teasing just-you-wait posts by close-to-Intel posters on this thread.

Cheers,

-mb
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