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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: John Hull who wrote (91634)	11/3/1999 11:50:00 AM
From: Road Walker	Respond to of 186894

John, re: "let's not start that talk so early in the quarter, OK?" Last year Intel revised 4th quarter guidance on November 10th. So is it OK if I wait a week before I start that talk <g>? John

To: John Hull who wrote (91634)	11/3/1999 7:55:00 PM
From: AurumRabosa	Read Replies (5) \| Respond to of 186894

John, Why not? Surely as an Intel employee you know what a weak quarter it's going to be. Your officers have misguided analysts for 3 quarters in a row. Now we have HWP, IBM and DELL saying that Taiwan parts shortages will materially impact sales, but, Intel managers very carefully word their response to the same question as 'we'll meet all our orders.' That's easy with fewer orders, isn't it? They also say that Y2K will not impact Intel operations. That needs some clarification, it's one thing to say that Intel has done a thorough job of eliminating Y2K problems from its tools and systems. However, Intel management worded it to imply that Y2K-induced order deferrals will not impact Intel sales but it will. I think Intel officers have lost a lot of credibility this year with their word-smithing approach to informing investors of the realistic business prospects going forward. I made 5.8x on my INQVO puts last month and I plan to do it again by buying more INQ puts this month. Regards, Ron John, let's not start that talk so early in the quarter, OK? regards, jh