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

To: Road Walker who wrote (109864)	9/13/2000 6:55:03 PM
From: willcousa	Read Replies (1) \| Respond to of 186894

I recommend the amat thread for up to date, hard evidence on demand issues. Several folks there do a lot of work on this. I don't know what evidence the analysts see that would contradict what the amat followers have found - which is mighty bullish. The latest could lead one to conclude that the cycle is being pushed out all the time. With luck we could get two more years. What is less clear is how quickly things could turn down. Looks like folks are on pins and needles waiting for the least sign of a turndown.

To: Road Walker who wrote (109864)	9/14/2000 6:44:22 AM
From: GVTucker	Read Replies (2) \| Respond to of 186894

John, RE: So you are questioning the intelligence of the analysts that downgraded Intel, you certainly seem to be dismissing their opinions. I'm pretty sure that you must have me confused with someone else. I don't think I have questioned an analyst's intelligence as a result of his downgrade of Intel. I have continually stated that I think that Kumar is a pretty bright guy. My opinion of Whittington's intelligence isn't quite as high, but that has nothing to do with his opinion on Intel. With every position I take, there is a very intelligent and reasonable person that has an opposite take. I make it a point to understand that person before I enter the position. You do understand what a demand slowdown would do to Intel's stock price, over the next year, at it's current PE? Oh, yes indeed. I don't think, however that a lot of other people are truly cognizant of how significant that risk is.