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 (102558)	4/18/2000 6:43:00 PM
From: Tony Viola	Read Replies (5) \| Respond to of 186894

John, I'd say the CC was so so. The one big positive is Intel expects a strong 2H2000, and they expect the production problems to be behind them. Demand continues high. The big negative is that they did blow it re forecast, could have sold more if they could have built more. Kind of a curious remark, Bryant said it finally took four quarters of higher than expected demand to finally wake up and do something about it, so now we see the up-ante to 6 billion or so for capital equipment this year. Dumb question, maybe for GV: does that 17 cents of tax consequence get factored into P/E? Tony