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

To: Tony Viola who wrote (110180)	9/18/2000 4:13:36 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

As we discussed on Compaq, "earnings warning season" will be through shortly. Will that help stop the carnage? Maybe a little... What will permenantly stop all this is the perception that the last rate hike is in and we've either soft landed or at least any economic slowdown is getting behind us. Right now, with $36/barrel oil and a heap of gas guzzlers out there what do you think will happen? On top of that we need to get through tax loss selling season. That should stabilize shortly. Jim

To: Tony Viola who wrote (110180)	9/18/2000 4:14:09 PM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "I wish Intel, or INTC, could re-invent one of its well known upward stock price spurts right about now" Tony, if you're in this for the long haul, you know these ups and downs happen. How many times have you seen this before? Look at it as an opportunity to buy! EP

To: Tony Viola who wrote (110180)	9/18/2000 10:03:36 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: I wish Intel, or INTC, could re-invent one of its well known upward stock price spurts right about now. Pentium 3 can't keep up with Athlon, Itanium continues to be a no-show as SUN finally gets Ultrasparc III out, and Pentium 4, once regarded as a sure winner has become something of a question mark. So the market is worried that Intel is going to get beaten up over the next 3 quarters, maybe indefinitely. But on the flip side, the market seems convinced that AMD has already been smashed. Why, I don't know - maybe the 1.13GHZ smokescreen was a success after all. I think Intel will post decent numbers for this quarter, and AMD will post very good numbers, and the market will take AMD's good numbers as indicating strong demand and thus a positive sign for Intel. If Itanium continues to be a "real soon" chip and Pentium 4 is a ho-hum chip, the slide will continue. If Pentium 4 can come within 10% of Athlon/PIII clock for clock, and Intel can ship just a few hundred thousand of them in Q4, and release the Itanium, Intel's stock price will rebound. Just my WAG. Dan