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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Percival 917 who wrote (8608)	10/18/2000 4:45:02 PM
From: Sully-	Read Replies (3) \| Respond to of 65232

Hi Joel, What can I say. Beat the street's estimates by 2¢ per share, YOY earnings up over 100%, YOY revenues up 153% & it tanks AH. I guess folks were expecting twice those numbers or something. Oh well. Bid/Ask spread now $93/$94. Ö¿Ö

To: Percival 917 who wrote (8608)	10/18/2000 5:13:40 PM
From: Ex-INTCfan	Respond to of 65232

Everything is being repriced. It looks like valuations are more in line with what an individual would be willing to pay for the company, given assumptions about future earnings. That is, if you are going to buy a company and the bread and wine on your table depend upon the future earnings of your investment, it is going to affect price you would pay. This is easier for me to understand, as I've never been good at understanding the values of momentum stocks, which is more a function of supply/demand and greed/fear. INTCfan