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Technology Stocks : Intel Corporation (INTC)

INTC 35.53

-1.1%

Nov 14 9:30 AM EST

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To: Amy J who wrote (130380)	3/19/2001 12:58:26 PM
From: GVTucker	Read Replies (2) of 186894

Yes, Amy, Kumar released a report this morning. He's got the 1Q 01 estimate at 15¢, and the full year at 60¢. Revenues are $6.5 b and $26.1 b, respectively. I really didn't see that much horrible in the report. The four things in the Highlights are what the world seems to have focused on: "-A full-fledged recession in 2H01 across commercial and consumer segments is expected to result in negative growth rate for the PC market for 2001 -Multiple platform transitions--Willamette/Rambus to Willamette/SDRAM to Northwood/SDRAM--before Intel gets the recipe right with Northwood/DDR in 1H02. --We do not expect a sustainable cyclical recovery for the PC market till 2H02, at which time Intel would be well-positioned. Stock could retest the valuation troughs of 1998 (20x TTM P/E) or high teens."

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