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

To: Hightechhooper who wrote (120084)	12/1/2000 12:00:29 PM
From: michael97123	Read Replies (1) \| Respond to of 186894

Wasnt it just last week that Kumar raised intel numbers. Michael Murphy sent out a flash to subscribers saying that he expected intel to revise upward. Gateway's was off 30% from inflated estimates and dont have enough gadgets in their stores. Agressive pricing from dell may have had an effect. Some boxmakers will have a harder landing than others. I would be interesting in hearing about sales of no-name boxes in other retail outlets. Gateway is a retailer and a decline there will not effect the number of chips worldwide in any meaningful way. What is needed is not allowing all this bad news both economic and political turning into a self fulfilling prophecy of a recession. Need some reassurance from fed and/or pres resolution.

To: Hightechhooper who wrote (120084)	12/1/2000 3:00:18 PM
From: Saturn V	Read Replies (2) \| Respond to of 186894

Ref < I really think INTC should take a little more control of their own destiny and make some comment about current quarter expectations.> Historically, Intel tends to warn of earning and demand slowdown, ahead of its customers. This is in sharp contrast to other companies. Intel has warned of demand problems and then companies like Compaq, Dell , HP warn later, sometimes several weeks later. This implies that Intel has a better handle on demand forecast than its customers ! [ Two or three years ago Intel warned of Q1 demand problems around February 20, while Compaq and HP admitted to problems around March 30 ! Intel also warned in September this year, and Dell warned weeks later. ] However in practice, this causes greater stock volatility. First on the Intel warning, the Intel stock takes a hit for the 'perceived Intel only' problem. Next when its Customers warn, the Intel stock takes further hits, because the analysts begin anticipating further warnings from Intel. I have seen this happen several times, and Intel never makes further comments. Intel insists that its earlier guidance still holds I hope that the above historical trend hold, and Gateway's problems are the same problems announced in September, when Intel warned that Q4 would be below its earlier expectations.

To: Hightechhooper who wrote (120084)	12/6/2000 3:45:21 PM
From: Saturn V	Read Replies (1) \| Respond to of 186894

Ref <I really think INTC should take a little more control of their own destiny and make some comment about current quarter expectations. I don't care if the news is good or bad relative to expectations but the message about the state of INTC's business should come directly from INTC and NOT from biassed analysts or indirectly from a subsegment of INTC customers.This approach has been something that INTC management has been slow to adopt, while other companies like ALTR, CPQ, HWP are much more progressive in giving their message directly to the investment community > Now Intel Investor Relations has reaffirmed the past guidance, and the CEO gave a lengthy interview which has been widely disseminated. Guess what ? The stock is still going down ! The market is not listening and believes what it wants to believe ! No amount of clarifications will be enough.