Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.51

-7.4%

3:59 PM EST

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To: Wolff who wrote (170609)	9/5/2002 5:34:34 PM
From: BelowTheCrowd	Read Replies (1) of 186894

> 1. Our current guidance remain unchanged. They're obviously already changing it. No choice if that's what the reality tells them. Lying about it or hiding the truth isn't a viable option. > 2. Economic conditions remain challenging. Pretty much a no-brainer > 3. Our customers haved been managing a very tight level of inventory, and expect to get firm orders late in the production cycle. Pretty much stating the obvious. > 4. The computing industry trend to build PC to specific orders, is changing the way our customers order, pushing lead times to very short levels, but with our capacity we expect to meet demand across the entire Microprocessor price/performance points This would get him laughed at. Nobody's even thinking about the possibility that there might be a shortage. A more realistic thing to address might be the perception that there is too much capacity. > Barret better not try to predict the holiday buyers again, or the stock will get shreaded...again I agree. Nobody has much insight into the holiday season right now, and claiming otherwise would not be wise. mg

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