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

To: John F. Dowd who wrote (95664)	1/11/2000 1:14:00 PM
From: Tenchusatsu	Read Replies (2) \| Respond to of 186894

JFD, <Why did it take the anal-ists so long to figure if you are sold out and your fabs are running flat out and your low balling competition is not cutting prices that your going to have a good qrtr.> Because people thought Intel was having production problems big time, especially with the allocation problems that we've been seeing from Tier 1 guys. But let's not get TOO excited here. The real meat, the main dish, doesn't come until earnings. Tenchusatsu

To: John F. Dowd who wrote (95664)	1/11/2000 2:09:00 PM
From: Saturn V	Respond to of 186894

Ref- <Why did it take the anal-ists so long to figure if you are sold out and your fabs are running flat out and your low balling competition is not cutting prices that your going to have a good qrtr> The analists did not take Intel management statements , with all of Andy Byrants cautionary statements, at face value. The analysts think that they knew better, and put a negative spin on every news item. Historically Intel warns right away if there is a problem, and if the past guidance needs changing. I admit that at the time of the RAMBUS fiasco, I was nervous too. Basing all projections on the official Intel management guidance is the best strategy. However Intel management does not spend any effort to deny any rumors,or disinformation, which makes the stock more volatile than it has to be. Intel needs to manage this part of its investor relation effort better, and should learn from the likes of Cisco. I personally believe that Intel should beat all estimates for Q4, but will have to wait for Thursday.