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Technology Stocks : Intel Corporation (INTC)

INTC 41.41

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Dec 5 3:59 PM EST

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To: wanna_bmw who wrote (143008)	9/6/2001 6:13:35 PM
From: Road Walker	Read Replies (2) of 186894

wbmw, Good notes. A few things I heard differently: - Head count reductions are ahead of schedule. So are operating cost reductions. I think he said that headcount reductions in the operations segment are behind schedule, and that's the reason for the gross margin reduction. - Flash/Networking is flat with Q2, but not to be underestimated in future quarters. I believe he said that flash/networking shouldn't be underestimated WRT gross margins. Corrections welcome. John

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