Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.08

-3.2%

Dec 17 3:59 PM EST

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To: Raymond Thomas who started this subject	1/26/2001 6:00:43 PM
From: Hightechhooper	Read Replies (2) of 186894

INTC is trading as if the company is going to have some good news on the p4 ramp and/or .13 transition front very soon. Despite insider selling, large price cuts, continual ANALyst comments about INTC trading into the mid 20's and continual media coverage praising AMD product development the stock is trading very strongly. In fact, INTC and CSCO now have similar earnings forecasts (about $1) and similar stock prices despite the fact that CSCO is growing at more than twice the rate of INTC. Obviously INTC has more leverage to their earnings at this point in time so it appears people are betting INTC volumes will improve reasonably fast to make the ANALysts forecast of $1 per share too low. very interesting indeed

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