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

To: Road Walker who wrote (96122)	1/13/2000 6:56:00 PM
From: Tony Viola	Respond to of 186894

John, I got the Andy Bryant interview on CNBC, and Mary Cluney, he was very upbeat, even could say HOT: Sue Herrera: good Q, but what do you need to do to do better. Andy: we had a very good quarter. GMs up 3%, cost reductions kicking in, etc. He didn't say but if this, or but if that, just that it was a very good Q. Sue: we heard you could have shipped more if you could have built more, nice problem to have. Andy: We're doing something about it, spending 5 billion in capital in 2000 vs. 3.5 B in 1999, mostly to add manufacturing capacity. Sue: the street expects more of you going forward. Are you going to meet expectations? Andy, well, we spent 6 billion in acquisitions last year for network, wireless and comm companies, and expect them to EXCEED 50% growth going forward. Intel has invested heavily for the future. Sue: any comment on what rising interest rates might do? Andy: have to improve productivity, automate more, do other things to make up for it. Andy did good. Tony