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To: Ian@SI who wrote (2464)10/12/1999 11:34:00 PM
From: jd  Respond to of 3813
 
Hi Ian,
After Hrs trading indicates INTC to be @ one point $69. However,
has been bouncing between $ 69 - $71. I think this is a great stock for the long haul & perhaps a good time to buy in @a low say $68+.

like everything else, the next 2 Qtrs that is this 4th Qtr & 1st Qtr of '00 pretty much most Semi & chip such as INTC will deem profits $$$.
That's my $0.02

jd



To: Ian@SI who wrote (2464)10/12/1999 11:50:00 PM
From: Carl R.  Read Replies (1) | Respond to of 3813
 
Ian, whether you like the INTC numbers or not, the market apparently doesn't. INTC traded down in the aftermarket, and GLOBEX is down big...

Carl



To: Ian@SI who wrote (2464)10/13/1999 12:24:00 AM
From: Grandk  Read Replies (1) | Respond to of 3813
 
Ian,

I was reacting to the market sentiment, not exactly to INTC's numbers. Didn't mean to upset you. I honestly havn't even looked over them. The market sees .55. Estimates were for .57 That is all I was referring to. It's good to hear that they are providing strong guidance for 4th quarter. I only wish they could have made this one.



To: Ian@SI who wrote (2464)10/13/1999 12:39:00 AM
From: TCTexas  Read Replies (1) | Respond to of 3813
 
Ian,

I don't like that they missed the analyst estimated earnings (again). The current market price (pre-announcement) priced in these higher expectations. No matter how good a company is, if you can't meet the earnings that are driving the stock price, then the value will go down.

BWDIK

TC