Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.91

-1.1%

Dec 31 3:59 PM EST

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To: Tony Viola who wrote (139492)	7/17/2001 7:29:12 PM
From: t2	Read Replies (1) of 186894

Tony, I also took the comments as a backlog of orders for P4 building up. Just saw Andy Bryant on CNN. He also noted that their channel inventories are low right now. That is another very good sign. That basically goes against all that talk we have seen from a lot of analysts. P4 for the business market out soon. Could be the catalyst needed for the corporate buying...some may have wanted to wait for the P4. The weak corporate market may finally strengthen. In addition, I believe this wide range of revenues (6.2B to 6.8B) is just being realistic. They are trying to protect themselves from a negative surprise. This does not appear to be like a John Chambers (csco) type of forecast...really meaning the low of the range. I am betting that they are expecting over 6.5B but just don't want to have to warn if the economy does not pick up. WindowXP may cause some complications in their forecasting model as well. Better to surprise the street than to warn.! BTW--Also saw Joseph of SSB more positive on Intel than usual.

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