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Technology Stocks : Intel Corporation (INTC)
INTC 41.41+2.2%Dec 5 9:30 AM EST
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To: dmf who wrote (114886)10/24/2000 11:27:13 PM
From: Amy J  Read Replies (1) of 186894
 
Hi dmf,

RE: "We use YOY comparisons for Compaq and Intel and for good reason."

I think quarterly is important too: if Intel reported a bad Q4 relative to Q3, this would be important (because Intel's Q4 is usually strong). And if Intel reported a fabulous Q2 over Q1, this would be important (because Intel's Q2 is usually weak). I think sequential quarterly growth is important for spotting potentially new trends, given the historical trends of each quarter.

RE: "I don't understand why YOY wasn't a reasonable comparison for Sun. Can you explain?"

Aside from the difference of consumer vs. business markets, probably because a new trend is occurring: Intel and the OEMs are picking up in the Server market and sequential quarterly growth has the ability to spot new trends. (The key question for a Sunw investor might be, for the short-term how important is this new trend given the overall Server market is growing substantially?)

I haven't seen you post on the Intel thread since the big drop. I hope you're doing okay. I'm very sorry for my post to you (just before the big drop) where I said that I felt INTC was a good stock. I think INTC is a good stock, however, my timing was absolutely terrible.

Regards,
Amy J
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