Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 45.51

+10.7%

Jan 9 9:30 AM EST

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To: Road Walker who wrote (139545)	7/18/2001 10:06:41 AM
From: Tony Viola	Read Replies (1) of 186894

John, I caught Ashok Kumar on CNBC this morning. He's positive on Intel, Mark Haines had all the usual questions: Why should the PC biz pick up, new Windows? Kumar - that and P4 and the new chipset (i845). How about the high PE? Kumar - in these trough bottoms you have to look at price to sales instead. How about lowering PC chip prices? Kumar - Intel has to execute on their higher priced WS and server chips to keep prices up. Itanium will start to contribute. He could have mentioned notebook chips, but there wasn't a lot of time. Didn't mention Roadkill. I saw that CNBC had "graphics" as Howard Cosell used to say (words on the screen) from Niles, the Peck and GS I think, all negative. They basically think Intel is BSing about Q3 being OK and Q4 better. Tony

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