Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.66

+1.3%

Dec 29 3:59 PM EST

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To: Road Walker who wrote (141056)	8/7/2001 5:34:19 PM
From: Tony Viola	Read Replies (2) of 186894

John, Cisco's conference call started off pretty much OK. Chambers sounds something like Intel: in a down market, the strong will get stronger; when growth resumes, they expect to be there, gaining share. He continues to call 30-50% growth possible, a stretch, but achieveable, in a normal spending scenario. Oops, just turned cautious: can't predict bottom in their business. May be in the next 1 to 2 quarters in the US, but Asia may go south next, and then affect this country. Next quarter flat to down 5% in revenues. Cisco stock went back down as Chambers spoke.

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