Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.15

-0.6%

Dec 24 12:59 PM EST

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To: Mary Cluney who wrote (139342)	7/16/2001 8:23:24 PM
From: t2	Read Replies (1) of 186894

I think Osha is raising expectations without risking possibility that some investor would take it as a recommendtion for a buy so that he can take Intel further down after announcement. Mary, Good Points. Did anyone else notice that consensus estimates for Revenues are 6.5billion. I though that Intel had guided to numbers lower than that. Nothing is going to change Joe's [Osha] call on Intel, IMHO. Actually, I feel that way about Dan Niles. Did anyone else notice what he said after the mid quarter update out of Intel? He kept saying that --how can Intel be doing OK when their customers like HWP (and/or CPQ) are not. I don't recall which boxmaker he was referring. He left Dell right out of the picture and this is an analyst who got his fame from making that great negative call on Dell (I actually think Kumar had beaten him to that one as well but the media did not play it that way). Everyone knows that when Dell gains market share, Intel gets 100% percent of that. We all know that Dell has been very aggressively going after market share. Also note that AMD will lose a lot when business goes from CPQ to Dell...and still they had some record shipments in certain chips. What I don't understand is why Niles will talk about CPQ/HWP when commenting about Intel and leave Dell right out of the picture. I wonder if he is just doing this at a subconsious level..does not want to face the possibility that he could just be wrong.<g> In any case, I believe he got way too much credit for his Dell call of a few years ago and he was late to the Intel downgrade. Ashok Kumar got both Dell right back then and Intel at the top last year. He was also late to downgrade Micron as well. BTW--I saw Drew Peck (Cowan) on CNBC today being negative on Intel but still open to the possibility that Intel may have something up their sleeve (he used words like that). Niles on the other hand was totally negative.

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