Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Road Walker who wrote (95520)	1/10/2000 10:11:00 AM
From: Tony Viola	Respond to of 186894

John, re Niles' upgrade as reported by Maria, what I gleaned: - Strong 4th quarter, which will reverse a trend (she said). I think she said, or meant, sales, but I'll bet Dan meant reverse barely missing, as in the last 2 quarters and making this one. In fact, next, she said Niles expects Intel to meet or exceed their numbers for the 4th quarter. - 1Q expected to be slightly down in revenues from 4Q (note that this is quite normal, with Christmas and end of year corporate buying in 4Q). - "Flattish" GM in 1Q vs. 4Q (of course, Intel guidance has been for slightly better 4Q GMs vis a vis 3Q, I believe). - I think she said he said Y2K is behind them, not sure. Well, Y2K is definitely here, not sure if she said Y2K BS had any effect on Intel's sales. - Upgrade to BUY from accumulate! Tony