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Technology Stocks : Intel Corporation (INTC)
INTC 36.91-1.1%Dec 31 3:59 PM EST
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To: Amy J who wrote (178538)7/12/2004 7:01:21 AM
From: robert b furman  Read Replies (1) of 186894
 
Hi Amy,

Merrill Lynch joins the downgrade party on Intel.

States fear of margins not being as strong as company predicts.

So far Intel's massive lead in 300MM has given them yields and efficiencies that have improved margins.One would've thought other chip makers would've prewarned if the market place was creating discounting.

I still say -They'll surprise to the upside.Barrett's comments mid quarter and the revenue guidance being adjusted up JUST DON"T happen that freely.

Me thinks I smell Wall Street obfuscation- on an organized level.

Bob
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