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Strategies & Market Trends : Gorilla and King Portfolio Candidates

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To: EJhonsa who wrote (32696)	10/17/2000 11:01:55 PM
From: Apollo	Read Replies (1) of 54805

Hi Eric: What was your take on the Intel CC this evening? I'm seriously interested. Overall, it seems like they preannounced a warning, but ended up doing reasonably well. They're continuing to bring on more FAB capacity, and are running full tilt. They're predicting outstanding margins in Q1,2001, similar to what they are doing now (>60%), and seem to be hinting that these will increase!!!!!! thru 2001. Ho humm, another $2.5 billion in the bank for the quarter. Seems reassuring........but, I think we need to watch carefully how well management executes. Can Intel go thru all of 2001 without more glitches?????? Your thoughts? Apollo

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