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 36.58+2.2%10:03 AM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Barry Grossman who wrote (114135)10/17/2000 7:20:20 PM
From: kash johal  Read Replies (2) of 186894
 
Barry,

re Q4 guidance

I think 4%-8% QonQ growth sucks.

There are more weeks in quarter.
Christmas is a huge quarter.

If they can only grow 4% then this will be viewed as a disastrous guidance.

Intel went up on the numbers.

It is gonna lead the whole market lower together with IBM tomorrow.

Also from conf call CPU's and ASPs were flat from q2 to q3.

Intel did great in flash and other biz and captured more share in chipsets etc. With growth in servers and telecom etc they were only able to grow biz overall biz 5%.

You may think this is all BS but watch out tomorrow.

regards,

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