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

To: John F. Dowd who wrote (114118)	10/17/2000 6:45:53 PM
From: Road Walker	Respond to of 186894

John, Yes, that was a bad interview, though Bryant handled it well. The good part is that the folks that matter, the institutional investors, will read this correctly. Maybe not this week, but very soon. John

To: John F. Dowd who wrote (114118)	10/17/2000 6:55:22 PM
From: greg s	Read Replies (1) \| Respond to of 186894

4-8% sequential increase Yep, these guys all seem to have their bowels in an uproar because Intel provided such a wide span in their guidance. 8% ($9.4B) would be spot on to expectations. I don't think Intel is being "overly cautious". Rather, I think they are trying to avoid a replay of the "warning that wasn"t" that they felt obligated to give at the end of 3Q. Then a combination of events transpired to allow Intel to post a good quarter. My guess is that other geographies helped pick up the slack. Also, Europe had a good quarter ... just not the huge blow-out that Intel had predicted earlier. This is not being "overly cautious". Rather, it is being reasonably prudent. Greg