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To: Charles Tutt who wrote (38628)	12/6/2000 12:40:35 PM
From: QwikSand	Read Replies (1) of 64865

From Briefing.com: --QS 10:24 ET IBM (IBM) 98 9/16 -4 13/16: -- Update -- Speculation on trading floors that company will miss its quarter; talk is no doubt fuelled by recent warnings from AAPL and GTW. As is always the case with IBM, some mainframe software cos turned lower in sympathy: CA -7/8, BMCS -1/8, CPWR -5/32, SRNA -1 15/16. 11:38 ET Intel (INTC) 32 15/16 -3 1/16: -- Update -- CNBC questions Briefing.com's earlier report on Salomon Smith Barney's Intel call -- the language in that earlier comment, that the quarter was "shaping up to be the worst in over a decade" was directly from a Salomon note this morning. Also in the note, the analyst reiterated the estimate cuts he made last week and in a trading floor call he said that he had growing confidence that Intel would miss its quarter.

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