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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: Dealer who wrote (39097)	7/16/2001 9:15:23 PM
From: Dealer	Read Replies (1) of 65232

Posted by Teri Garner on "The Thread II" Monday, Jul 16, 2001 3:19 PM 15:07 ET Intel (INTC) 29.47 -0.72 (-2.4%): SG Cowen thinks INTC will have to reduce guidance when it reports tomorrow; sees company reducing revenue guidance to between $6.2 and $6.5 bln vs current consensus of $6.52 bln; thinks that company's latest round of price cuts is likely to kill hopes for an end to falling ASPs in microprocessors.

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