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Technology Stocks : Intel Corporation (INTC)

INTC 35.75

+3.6%

Nov 24 3:59 PM EST

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To: Road Walker who wrote (147228)	11/9/2001 11:08:35 AM
From: Tony Viola	Read Replies (1) of 186894

Most of the flash manufacturers are projecting flat to slightly up sequential revenues, Intel included. AMD is reporting down revenues, they must be losing market share for some reason. They sued a big customer, Alcatel. Customers don't like to be sued (who does?). At the quarterly network companies bash, the networkers might have decided to boycott AMD. Back to what I did hear on the CC, AMD said network companies probably buy NO flash from AMD this quarter. Ostensibly, may be due to their living off inventories. Than again, maybe not. Tony

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