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

To: Mary Cluney who wrote (95586)	1/10/2000 8:01:00 PM
From: Burt Masnick	Respond to of 186894

Mary, he gets it right 3 days before it's announced. For this you get excited?

To: Mary Cluney who wrote (95586)	1/10/2000 9:24:00 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Mary, anyone, know if Grove or Barrett are friendly with John Chambers of Cisco, get some tips?: archive.twst.com Actually, I'm sure Intel is as much up on using the Internet for results tracking as any company. I have heard about Cisco's prowess quite a few times, though. Tony

To: Mary Cluney who wrote (95586)	1/10/2000 10:38:00 PM
From: Paul Engel	Read Replies (2) \| Respond to of 186894

Mary - Re: 'How come he gets it right and the CFO's haven't a clue?" Maybe because Niles is making his call 10 days AFTER the quarter has ended and most likely AFTER Intel has made a Revision 1 estimate of their quarterly earnings roll up - and some mole leaked it to him. The much aligned CFO, Andy Bryant, had a slight handicap - having had to make his "estimate" only two weeks IN TO THE QUARTER - with 11 weeks remaining, 11 weeks in which crystal ball could only provide an "estimate" of what was GOING TO HAPPEN during the ensuing 11 weeks. In other words, Niles can easily predict the PAST - once it is "revealed" to him - but CFO Bryant was trying to predict THE FUTURE. Paul