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

To: Michael Bakunin who wrote (91688)	11/4/1999 11:53:00 AM
From: The Duke of URL©	Read Replies (1) \| Respond to of 186894

>>worries about selective disclosure<< same thing that was said in the in the Webcast. This is not a bulletin. >>it seems odd that a company that prides itself on its execution would admit to struggles here. -mb<< You have fallen for what I call the "Yuppie-Analyst-Must-Analize-Something-Fallacy" Company: Our demand is exceeding our wildest predictions. Yuppie Analyst: Yeah, well then, why didn't you predict that???? :) Duke

To: Michael Bakunin who wrote (91688)	11/4/1999 11:57:00 AM
From: GVTucker	Respond to of 186894

Michael, this is more along the lines of 'things have not changed' rather than selective disclosure of new information. Anybody calling Intel investor relations would get the same statement, although getting the statement from senior management does lend a little extra confidence.

To: Michael Bakunin who wrote (91688)	11/4/1999 12:07:00 PM
From: John Hull	Read Replies (2) \| Respond to of 186894

Michael, because its consistent with what Intel has said in the earnings conference call and analyst webcast. Did you catch either? There was nothing selective about it (actually it was quite redundant if you've paid attention)...and its not odd to give you a straight forward assessment of the situation. regards, jh