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Strategies & Market Trends : Anthony @ Equity Investigations, Dear Anthony, -- Ignore unavailable to you. Want to Upgrade?


To: steve h who wrote (60619)10/16/2000 5:19:55 PM
From: chris431  Respond to of 122087
 
Good luck. You have several things going for you (or against you):

1. Analysts would love some of that market cap back & will likely give INTC the benefit of the doubt in everything. (going against you: some analysts have shown some resiliency over the last couple weeks....probably didn't like getting burned.)
2. INTC has a history of warning then beating (going against you: INTC has serious internal & external problems....this may not be pretty whatsoever)
3. INTC is exposed to the indices. IMHO, this is usually a good thing since the wider you're exposed to the pyramid scheme, the more likely you are to be supported. This is 1 of the reasons it took so long for INTC to break....to many institutions & big $ with a vested interest which ignored INTC problems in hopes that INTC could overcome them before they hit the bottom line. That didn't happen (& will not happen). Going against you: It's a pyramid scheme....sell 1, sell em all <g>.

I wish you all the best in INTC,

Chris

Disclaimer: I have no position in INTC.



To: steve h who wrote (60619)10/17/2000 10:22:25 AM
From: chris431  Read Replies (1) | Respond to of 122087
 
INTC's low end price cuts suggest to me INTC is having inventory issues in their low-mid speed chips. Since INTC yields are mostly in the relatively low-mid speeds, I expect this to be a continuing problem for INTC for the next several Qs. Don't let WS's "price war" & "line in the sand" spin what is really going on here.

Chris