Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 39.24

-3.8%

1:14 PM EST

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To: Dan3 who wrote (132591)	4/17/2001 1:01:26 PM
From: fingolfen	Read Replies (1) of 186894

Confirmation of that will appear after the bell, today. How much earnings growth do you expect in this, the first quarter of P4's ramp? How much earnings growth will be forecasted for next quarter, as the P4 get to even higher volume? Actually the whole picture won't be clear until tomorrow when AMD reports. If AMD does reasonably well and Intel doesn't (factoring in current economic realities), then I will be very interested in seeing how Intel responds. I still think your exaggerating the P4's shortcomings... of course, you've got a lot of friends in the press who are anxious to do the same thing. In my mind the jury is still out and won't be in until Northwood comes out. If Northwood doesn't redress the perceived imbalance, then I will be forced to completely re-evaluate my position... and you can save this message and we'll compare then!

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