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

To: Amy J who wrote (95329)	1/7/2000 3:00:00 PM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

Amy,>>>I think Intel was speaking quite honestly when they said they weren't sure if they could meet demand. I heard the CC (I really stressed this in the CC notes I posted), and I bought more INTC because of the CFO's strong comment on this during the CC. <<< It took Taiwan semiconductor companies two weeks after the earthquakes to shut down, recalibrate, and start up again. I am sure that Intel has greater resources and capabilities than any or all of the Taiwanese companies - but all that is beside the point. Operationally, things happen - and no one does it better than Intel. The point is, Intel is deaf, dumb, and completely stupid when it comes to dealing with the investment community. And, now it appears they may be equally tone deaf to their customers concerns - whether real or imagined. They had over three months to explain to customers and the investment community what they meant by struggling to meet demand and how that would impact sales. Instead, they choose to send out representatives to make statements that could only be deciphered by the CIA or former Kremlinologists - and in the process lose $10B in market cap. When Gateway announces some fanatasy deal with AMD, Intel market cap will be cut another few $B. When Intel announces earnings of .63 before charges of .03 for something that some bean counter thought would be great to be included into this quarters results (and that would take analysts 4 days to figure out) and when Dell announces their results would be impacted by component shortages, a $30B market cap haircut is a distinct reality. The trouble is, you don't have to suffer this loss in market cap, if only you do the PR. MSFT, Yahoo, Cisco - these guys do the PR. Mary