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


To: Barry Grossman who wrote (114135)10/17/2000 7:20:20 PM
From: kash johal  Read Replies (2) | Respond to of 186894
 
Barry,

re Q4 guidance

I think 4%-8% QonQ growth sucks.

There are more weeks in quarter.
Christmas is a huge quarter.

If they can only grow 4% then this will be viewed as a disastrous guidance.

Intel went up on the numbers.

It is gonna lead the whole market lower together with IBM tomorrow.

Also from conf call CPU's and ASPs were flat from q2 to q3.

Intel did great in flash and other biz and captured more share in chipsets etc. With growth in servers and telecom etc they were only able to grow biz overall biz 5%.

You may think this is all BS but watch out tomorrow.

regards,

Kash Johal



To: Barry Grossman who wrote (114135)10/18/2000 11:32:24 AM
From: John F. Dowd  Respond to of 186894
 
Barry: Couldn't agree more. Good post! JFD