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Technology Stocks : Intel Corporation (INTC)

INTC 45.51

+10.7%

Jan 9 9:30 AM EST

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To: Elmer Phud who wrote (177969)	5/14/2004 2:23:59 PM
From: Road Walker	Read Replies (3) of 186894

12:38 ET INTC: Color on analyst meeting 27.10 -0.34: Bernstein gives an update on their conversation with INTC CEO Craig Barrett; in response to the most frequently asked question since the Q1 call on April 13, Barrett said that he was comfortable with inventories at Intel and in the channel, and said that an inventory write-down was the "farthest thing from my mind" since it was due to better than expected yields, not worse than expected demand. Firm says he was very disdainful of this question, and their conclusion is that he thinks there is zero chance of a microprocessor inventory write-off. Regarding the cancellation of its next-generation "Tejas" and "Jayhawk" processors due to head dissipation, firm believes that the cancellations and difficulty Intel is having with power dissipation at 90nm make it likely that AMD will have a harder time with its R&D budget, which is one fifth as large as Intel's. Maintains Outperform rating.

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