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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%3:59 PM EST
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To: Road Walker who wrote (125128)1/16/2001 7:36:51 PM
From: Hightechhooper  Read Replies (1) of 186894
 
Well the CC reaffirmed what many of us have been saying on a number of topics, namely:

1) The mythical price war is indeed a myth
2) The excess capacity will be used to accelerate P4 ramp
3) P4 ramp will be focussed on .18, with .13 adding "gravy" later in the year
4) 15% revenue decline is as expected
5) When even the shoe shine boy (aka Pravin) knows that things are bad and starts shorting and buying puts, it is indeed time to buy (at least short-term)
6) Joe Osha/JJ/ANALysts doesn't know diddly about diddly, they got lucky with the economy tanking....it won't happen again.

It will be interesting to see how hard the ANALysts come after INTC tomorrow. I have never heard them so gitty over bad news before.
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