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: Harry Landsiedel who wrote (103104)	5/2/2000 5:51:00 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Harry, re: "Did the analysts' meeting answers some of your concerns?" Yes and no. I can clearly understand not spending capital on capacity that isn't needed, those are the decisions that boost eps and stock price. On the other hand, "We were delinquent", or we didn't anticipate the growth of the Internet, doesn't make up for the lost sales, or the stronger competition as a result of Intel's bad forecast. Forecasting demand is an art, not a science. It's as bad to over-shoot as it is to under-shoot. Now I'm a little worried that they will over-build capacity. But yes, I feel more comfortable after listening to the analyst meeting. Did you get a chance to listen to the re-play? If not, I would highly recommend that you invest the time. John