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

To: Amy J who wrote (116810)	11/10/2000 9:28:04 PM
From: Ibexx	Read Replies (1) \| Respond to of 186894

Amy, I think INTC went down partially due to Morgan Stanley's downgrade, along with DELL. As I said in a previous post, INTC was punished at least six times on someone else's bleak outlook. Guilty by association, I suppose. Ibexx

To: Amy J who wrote (116810)	11/10/2000 10:04:38 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Amy, <there was one post that asked for Sander's removal, namely due to the CC yesterday where some bad news was announced: 2 delays (1.5 & .13).> AMD couldn't have asked for a better time to announce the delays of 1.5 GHz and 0.13u. With most of the nation still focused on Indecision 2000, including the high-tech world, AMD's delays will go by unnoticed. Besides, who cares about a 0.13u process or 1.5 GHz anyway? They'll both be VERY obsolete in 2004, yet our next president will still be in office by then! Tenchusatsu

To: Amy J who wrote (116810)	11/10/2000 10:17:43 PM
From: AK2004	Read Replies (1) \| Respond to of 186894

Amy I am not upset, I just dislike Jerry :-)) Regards -Albert

To: Amy J who wrote (116810)	11/11/2000 12:30:57 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Amy, <<<has anyone noticed that INTC is trading at $37 and was down more than 10% today? At least it's not Intel's fault.>>> A lot of the credit has to go to Mark Edelstone. His timing is exquisit. The world is shaken by US election results, Dell is going through some growing pains (can't keep up with 30-50% growth of recent past), spector of the recurring competitive threat from AMD and resulting devastating price war (this theme props up every two years for the past 20 years), and for the past five years there is the end of the PC/Computer era (no one is buying PC's and computers anymore)from the very au courant (sp?), glib, mo mo talking heads - Edelstone issues, with all the gravitas he can muster, - "Intel *could* be faced with challenges" or words to that effect. I didn't see any meaningful new metrics to support his warning/downgrade/whatever. Perhaps GVTucker was provided some PM on Edelstones secret new metrics for downgrade. Who knows? Mary