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

To: Joseph Pareti who wrote (120630)	12/5/2000 7:41:51 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

RE: "should we be believe drew-clown-peck or craig ? " Whose sales prediction was more accurate in Q3-00 - Kumar or Craig's? I wonder if LT INTC investors enjoyed buying INTC in the 50's and 60's based upon Barrett's continual "strong demand" comments, prior to INTC's plunge. I won't mention the 5 or 10 SI aliases who posted their buys at those prices just one week before Intel (i.e. mellow Andy B) got around to releasing his warning, which was exactly 2 weeks after Intel's usual last_date for doing a warnings release - a date which LT investors used to be able to count on. Well, at least they did issue it, rather than not at all. Although, how is it that: Even Kalkan (Sp?) had an (amazingly dead-on) accurate prediction 2 weeks before Intel issued its Q3 QTR warning (while Barrett's short-term prediction missed). BTW, where is he? Based upon Q3-00, it would appear Barrett has some room for improvement with respect to forecasting near-term demand (which should not be confused with LT-demand, which Barrett is most likely good at). Nonetheless, I think it's best if Barrett avoids making any such ST predictions. Sometimes learning how to keep quiet (about the ST) is better than saying something incorrect - when in doubt, please keep quiet. Barrett is great at most things, but I would love it if he could just leave the ST predictions to someone else who is more plugged into the ST market (maybe a sales channel manager who is on top of the daily ST fluctuations/pulse of the ST market?). I've read it takes 7 positives to correct one negative impression - if true, then that's about 2 years worth of quarterly releases to go. However, instead of trying to regain credibility for ST predictions, I would hope he simply delegates ST predictions to someone else at Intel. I recall a year ago, how folks in the industry heard about fluctuations in ST demand well before they heard it from the large companies' CEOs, like Barrett and Dell, and this is simply because small firms are so incredibly plugged into the ST market fluctuations (Barrett's ST predictions seem to lag just about enough that they can cause some ST error). Admittedly, smaller companies have to take advantage of any ST fluctuations, so they must be better at predicting ST demand than any large company could be. And large companies are very focused on LT (as they should be), sometimes to the margin error of ST. Barrett is really plugged into the LT market since this is the area that eventually impacts Intel the most, thus INTC, which is good since LT is the most important thing. Moral of story: get ST predictions from CEOs of small firms. Get LT predictions from CEOs of large companies. And don't confuse the two. Regards, Amy J