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

To: Joe NYC who wrote (110697)	9/22/2000 12:37:59 AM
From: Jim McMannis	Respond to of 186894

RE:"What I don't get is that we supposedly went from too much demand to too little demand without ever going through an equilibrium" 1. It appears that Intel demand fell off drastically in the last week or two. I'll have to look and see if I can correlate it to the euro or oil. I have the chart overlays. 2. Or maybe the Durons finally showed up... <G> 3. Either way, someone at Intel decided to get serious and CTA (cover their arse) with an announcement. Their bang up PR took it as far as they could...actually, they have been running low on petrol, just trying to "get to Willy".

To: Joe NYC who wrote (110697)	9/22/2000 6:38:39 AM
From: Road Walker	Respond to of 186894

Joe, re: "What I don't get is that we supposedly went from too much demand to too little demand without ever going through an equilibrium" LOL, John

To: Joe NYC who wrote (110697)	9/22/2000 11:06:58 PM
From: Diamond Jim	Read Replies (1) \| Respond to of 186894

What I don't get is that we supposedly went from too much demand to too little demand without ever going through an equilibrium. Agreed. Something stinks here. First Intel can't meet demand - "we underestimated demand". Now, we won't make revenue estimate? how can that be now that they are selling all they make. Seems the co. owes the stockholders a bit more information. The upcoming conference call ought to be a good one. jim