Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 37.31

-0.5%

11:33 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tejek who wrote (125103)	1/16/2001 6:51:56 PM
From: Road Walker	Read Replies (1) of 186894

Ted, It's counter intuitive, but I think the increase in cap ex may be helping (the stock price). It gives investors the impression that although things look bad today, Intel has confidence in the future. And they are putting real dollars behind that confidence. The three reasons for the light 1Q forecast (Otellini) 1. Normal seasonal slowdown 2. Channel system, not processor, inventory (they tried to play this down, but it was a concern). 3. Economic situation I had the feeling that if they had to rate these in importance, they would be in inverse order. The world economic slowdown seems to be foremost in their calculations (or lack of ability to forecast), as they said distributor sales (not OEM) actually increased towards the end of December. I'm as uncertain as they are. John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next