Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.08

-3.2%

Dec 17 3:59 PM EST

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To: Felix Appolonia who wrote (110904)	9/22/2000 8:32:12 PM
From: Road Walker	Read Replies (2) of 186894

Felix, re: "The company should be more "paranoid" and they are too radical with their projections. They should be more conservative" This is really a change. For years I've heard that Intel is way too conservative in their guidance. Now, a small miss, and Intel management is portrayed as "Radicals", geez. re: "How can buyers come back simply because the stock is 48.00. What percentage of Intel growth did this "warning" represent? It's true that virtually all the analysts lowered their estimates for 4th quater and 2001. If Intel can't accuratly predict demand one quarter out (a major disappointment to me), then how can we expect the analysts to be accurate one quarter out and for next year? Buyers may come back because the miss wasn't that significant, and they may decide it's a one time issue. Then again, they may decide Intel's business model is flawed, or demand is going to be weak for the forseeable future, and continue to sell. We'll see. John

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