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Technology Stocks : Intel Corporation (INTC)
INTC 35.10+2.3%Nov 19 3:59 PM EST
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To: Tony Viola who wrote (111285)9/26/2000 7:08:23 AM
From: Road Walker  Read Replies (2) of 186894
 
Tony,

re: "The entire shortfall, say 300 million, would be only 4 something percent Europe would have to be light."

Very good point. And from this, the entire demand side of the industry has been painted as dismal. It's irritating that the analysts and media immediately jump to one side on an issue, instead of having a cool headed discussion of both sides.

I'm certainly not convinced that demand will be strong in the 4th quarter, as I've said before. But I don't know, wish we had more facts instead of opinions.

John
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