Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 33.62

-4.2%

Nov 20 3:59 PM EST

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To: Road Walker who wrote (98184)	2/3/2000 8:01:00 PM
From: Steve Lee	Read Replies (1) of 186894

I think that people are now realising that the reports of forthcoming low demand do not gel with the manufacturing capability coming online. I expect this is a start of a nice runup leading into and through the IDF. I loaded up on stock today, hedged against market hiccups with an equal value AMD short. Looking forward to the announcements of higher frequencies and much better yields on the Coppermines, especially Xeons. Last quarters results were against the backdrop of high ramping costs and low Xeon sales. An announcement of faster Xeons with higher level 1 cache capacities would be great, as this is what specifiers want in their servers, and where Intel can make a lot of margin.

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