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

To: LTK007 who wrote (111215)	9/25/2000 3:44:45 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

RE:"just quoting Kumar--it's his opinion the intel problem is global,and the problem is NOT intc specific--in the interview i saw,he stressed very strongly,this problem is NOT intel specific,and that it is a far reaching global problem.just passing on Kumar's view--i know zilch:) max " So Kumar is saying that Intel is a LIAR...? Evidence supports Intel not Kumar. Dell, Compaq, Infineon, reports of waning Intel sales in Europe, support Intels claim. Still the question arises, if Intel is capacity restrained why weren't European allocations shifted to the U.S.A. and Asia? JIm

To: LTK007 who wrote (111215)	9/25/2000 3:45:41 PM
From: Jim McMannis	Read Replies (1) \| Respond to of 186894

Duplicate

To: LTK007 who wrote (111215)	9/25/2000 6:53:04 PM
From: Catcher	Read Replies (1) \| Respond to of 186894

~~just quoting Kumar--it's his opinion the intel problem is global,and the problem is NOT intc specific--in the interview i saw,he stressed very strongly,this problem is NOT intel specific,and that it is a far reaching global problem.just passing on Kumar's view--i know zilch:) max given the magnitude of the rev downturn, it simply doesn't make horse sense that the problem can be confined to europe--unless there were ZERO sales there. On the other hand, as another poster pointed out, certainly intc wouldn't deceive. I saw Kumar on cnbc--there was no mistaking his view that this reflects a global downturn. someone is wrong. another view is while unit sales remain strong, intc has had to cut their costs to fit inside sub $1000 pcs. here again, this is not something that can be confined to europe