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


To: kash johal who wrote (114122)10/17/2000 6:59:18 PM
From: maui_dude  Read Replies (1) | Respond to of 186894
 
Kash,
Re : "Still could be a lousy day tomorrow."

I would be surprised if tomorrow is bad.

Q4 has some doubts (however, Bryant mentioned that they want to be cautious with the estimate this time). But overall, it seems like business as normal. Gave an impression of continued 15-20% revenue growth for the next 2-3 years. It seems like Intel stock price will fluctuate more based on their valuation than the growth.

The earning and CC were a big relief and may the tech out of the slump in the next few weeks.

Maui.



To: kash johal who wrote (114122)10/17/2000 8:59:03 PM
From: jmac  Read Replies (2) | Respond to of 186894
 
Are you telling me that the analysts were expecting 8-16% sequential growth. Nonsense. From what I heard, they were looking for 8%. So, if INTC hits that, they hit it. But, you're right. 4-8% leaves a lot of room for disapppointment.



To: kash johal who wrote (114122)10/18/2000 12:30:06 AM
From: Paul Engel  Respond to of 186894
 
Kash - Re: '4%-8% sequential growth is 50% of what folks were expecting'

Tell those folks to put their money in IBM or Teradyne.

Paul