SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Intel Corporation (INTC)
INTC 37.91-1.4%Nov 11 3:59 PM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Harry Landsiedel who wrote (109848)9/13/2000 4:37:41 PM
From: Road Walker  Read Replies (2) of 186894
 
Harry,

re: "These downgrades do seem like a tempest in a teapot... ALL this stuff without one clue from the company seems quite flimsy... so far"

This is really about the 4th quarter, I would bet Intel has the 3rd nailed. Regardless of how we feel about analysts, you now have SSB, BoA and Piper with concerns about demand going forward. It's easy to shoot holes in one analyst's report, but it's hard for me to dismiss this change in sentiment. And the absence of comments from Niles also has me concerned.

But you are right, it's all speculation until we get company guidance, and that won't happen for more than four weeks.

John
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News