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


To: John Meares who wrote (110956)9/23/2000 10:05:52 AM
From: Henry Niman  Read Replies (1) | Respond to of 186894
 
Dan Niles of Lehman and Joe Moore of Goldman Sachs comment on INTC in RealMoney.com
netcog.com
To Buy or Not to Buy



To: John Meares who wrote (110956)9/24/2000 1:01:46 AM
From: Paul Engel  Read Replies (3) | Respond to of 186894
 
John - Re: "Such arrogance was the cause of their downfall and it will not help them admit that they have serious problems."

What serious problems?

Intel is now projecting a 3% to 5% quarter to quarter growth - instead of 8 to 10% - and this is SERIOUS?

Is Intel's dominance in notebook CPUs in jeopardy ?

Answer - NO !

Is Intel's dominance in High Volume Servers in jeopardy ?

Answer - No !

Is Intel's dominance in Flash Memory in Jeopardy?

Answer - NO !

Analysts and media types report only the histrionics that will get them attention.

Reality is not what you read in the media - and the Raging BullShit is a prime example.

Paul