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Strategies & Market Trends : Guidance and Visibility
AAPL 271.84-0.4%Dec 31 3:59 PM EST
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To: Jerry Olson who wrote (14194)9/5/2001 3:38:00 PM
From: 2MAR$  Read Replies (2) of 208838
 
Intel (INTC) 27.11 +0.26: -- Update -- Hearing from sources at Morgan Stanley that analyst Mark Edelstone believes INTC might not have to lower guidance in its midQ call, and may be able to hit the midpoint of the revenue range; however, Edelstone believes that the key issue is not sell-in but sell-through, which Edelstone believes is sluggish, and about which we will not have new information until INTC's quarterly report.
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