Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 43.46

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12:32 PM EST

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To: semiconeng who wrote (124248)	1/5/2001 5:40:23 AM
From: Amy J	Read Replies (2) of 186894

RE: "I see.... very clearly." ------------------------------------------------ On this point, let's hope you aren't seeing clearly. If your one-data point extrapolation to the entire retail base is correct, this may not bode well for Intel's Q4 earnings (assuming laptop chip margins are thinner than PC desktop chip margins). If your extrapolation is correct, then let's hope Intel hastily pulled out some magic to reduce cogs in the face of (your implied, not Intel implied) unexpectedly sharp, accelerating product shift to laptops. Your post would also imply Paul O's projection on market dynamics was inaccurate. Regards, Amy J

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