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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Proud_Infidel who wrote (34402)2/24/2000 11:19:00 AM
From: Tony Viola  Read Replies (1) | Respond to of 70976
 
Brian, Intel, in their conservativeness, said they'd be slightly down in the first quarter. From the earnings report:

** The company expects revenue for the first quarter of 2000 to be
slightly down from fourth quarter revenue of $8.2 billion, due to
seasonal factors.

Some CC questioners after the 1Q results tried to talk them into UP, but Andy Bryant, CFO stood fast. Looks like they were being a little over-conservative. OTOH, they did underestimate demand for Coppermine PIIIs and have been busting it like mad trying to catch up. I guess they probably will.

Tony



To: Proud_Infidel who wrote (34402)2/24/2000 11:35:00 AM
From: Kirk ©  Respond to of 70976
 
I am amazed at the divergence between INTC and MSFT; this is as wide as I can remember. INTC is not shipping their chips with Linux yet are they? Buying opp

It MIGHT be a reaction to the DOJ making it harder for MSFT to force feed desk-top items to the box makers.

then again, when MSFT corrects, which is historically rare, it is usually a good time to buy if you don't own it.

Kirk out


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