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Technology Stocks : Intel Corporation (INTC)
INTC 37.51-0.8%Dec 15 3:59 PM EST

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To: Tony Viola who wrote (120890)12/6/2000 1:24:09 PM
From: Hightechhooper  Read Replies (2) of 186894
 
Tony,

As you know I am with you on the product diversification thing. However, I am still afraid of Q1 due to inventory buildup at end customers in all the segements INTC serves as OEMS are always late to slow orders when end customer demand actually slows.

Although I think this will be a one quarter adjustment i am afraid what the irrational market will do to INTC stock when estimates for Q1 come down. I do think the ANALysts will overshoot on the downside, however, and that will signal a bottom for INTC stock.

I am interested in what your take is. Any thoughts?
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