Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 3:59 PM EST

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To: Amy J who wrote (116810)	11/11/2000 12:30:57 PM
From: Mary Cluney	Read Replies (1) of 186894

Amy, <<<has anyone noticed that INTC is trading at $37 and was down more than 10% today? At least it's not Intel's fault.>>> A lot of the credit has to go to Mark Edelstone. His timing is exquisit. The world is shaken by US election results, Dell is going through some growing pains (can't keep up with 30-50% growth of recent past), spector of the recurring competitive threat from AMD and resulting devastating price war (this theme props up every two years for the past 20 years), and for the past five years there is the end of the PC/Computer era (no one is buying PC's and computers anymore)from the very au courant (sp?), glib, mo mo talking heads - Edelstone issues, with all the gravitas he can muster, - "Intel *could* be faced with challenges" or words to that effect. I didn't see any meaningful new metrics to support his warning/downgrade/whatever. Perhaps GVTucker was provided some PM on Edelstones secret new metrics for downgrade. Who knows? Mary

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