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Technology Stocks : Intel Corporation (INTC)
INTC 37.91-1.4%Nov 11 3:59 PM EST

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To: GVTucker who wrote (109854)9/13/2000 5:09:14 PM
From: Road Walker  Read Replies (1) of 186894
 
GV,

re: "While Wall Street analysts might have a little bit better access to corporate management, this is useless in gauging the quarterly results of a company like Intel."

As I said, it's not about the 3rd quarter results. I don't think any of these guys reduced their number for Intel's 3rd quarter (?). If there is a change in demand, Intel 4th quarter could be at risk. If that's true, we will find out in four weeks.

re: "I find it rather healthy that there is a difference of opinion on Wall Street. A month ago the only place you could find a difference of opinion was here on SI."

Do you feel as confident in Intel's potential stock performance as you did a month ago?

I'm not saying these guys are right or wrong, I am saying it is a mistake to dismiss their opinions.

John
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