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Technology Stocks : Intel Corporation (INTC)
INTC 37.32+1.8%Dec 30 3:59 PM EST

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To: Tony Viola who wrote (141082)8/9/2001 4:39:12 AM
From: Amy J  Read Replies (1) of 186894
 
Hi Tony,

Yesterday, at work we received an order that's nearly half our monthly burn rate (!!!), which I think is pretty good for a startup leaving the gate (we just got FCC approval last week). I'm really happy about this order - but - who knows how often this can be repeated?

PC industry has bottomed (though am curious about ASPs), but comm hasn't bottomed yet.

It's pretty clear the comm industry will be in the doghouse for about a year.

Launching a comm company in this, what is probably the worst year in the history of the telecommunications industry, I found Cisco's report particularly spooky. If Cisco can't turn a dime, that's a nasty indicator for the health of anyone in the comm market.

Regards,
Amy J
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