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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED

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To: RR who wrote (43308)	10/16/2001 6:22:35 PM
From: Sully-	Read Replies (1) of 65232

18:15 ET Intel (INTC) 24.96 +0.58: -- Update -- On call, company downplays notion that there is excess P3 inventory in channel given its rapid product transition; says it has done an excellent job of moving inventory through the channel... notes it is seeing more normal demand situation, but less than seasonal, and that that should help clarify the company's Q4 revenue guidance... INTC +0.70

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