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

To: Joey Smith who wrote (93769)	12/10/1999 11:26:00 AM
From: Road Walker	Respond to of 186894

Joey, I agree with the market pricing in bad news. If my memory serves me correctly, Intel revises guidance with about a 5% +/- change (anyone feel free to correct me if I'm wrong on this). So we still have the potential for a slight upside or downside surprise. I think we both expect the upside... John

To: Joey Smith who wrote (93769)	12/10/1999 11:31:00 AM
From: Tony Viola	Respond to of 186894

Joey, John, imo, over the past month, intel's stock has discounted bad news that would make Intel miss their Q4 projections. If Intel meets their Q4 projections (and assuming most of the problems have been fixed), we'll see an end to the downtrend (and probably a nice pop). If I had to guess based on what I'm hearing, we'll approach $80 again by end Jan. Could be. Much as I hate whisper numbers, we might even have a consensus whisper number that is lower than mean projections. Zacks mean now at 63 cents. If that happens, the stock can actually go up just by meeting consensus. Of course, "just" consensus is a mere $2.1 billion. Tony