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

To: Amy J who wrote (113161)10/11/2000 3:28:15 PM
From: Gary Ng  Respond to of 186894
 
Amy, Re: Intel CEO calls recent stock slide an overreaction

And the market overreact even more at this moment :-(

gary



To: Amy J who wrote (113161)10/11/2000 3:51:55 PM
From: GVTucker  Read Replies (1) | Respond to of 186894
 
Just about every CEO around thinks that the market over-reacts when they release negative information.

Usually (not always, but usually), the market is right and the CEO is wrong.



To: Amy J who wrote (113161)10/11/2000 4:04:27 PM
From: Paul Engel  Read Replies (3) | Respond to of 186894
 
Amy - Re: "Demand is white-hot...."

May I presume he wasn't talking about Intel's stock?

Paul



To: Amy J who wrote (113161)10/11/2000 4:38:45 PM
From: kash johal  Read Replies (1) | Respond to of 186894
 
Amy,

re: "demand is white hot"

Apparently not.

Intel has aprox 2M PIII's inventory overhang at end of quarter per several brokerage reports.

There is talk of AMD reducing its 9M unit forecast for Q4.

All this is bad news for both companies.

regards,

Kash


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