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

To: Tony Viola who wrote (120890)	12/6/2000 1:14:15 PM
From: Gary Ng	Read Replies (3) \| Respond to of 186894

Tony, Re: How could Intel be having their worst quarter in a decade when Barrett said this week they would have their best revenue quarter ever. May be they are prediction no sequential growth, would that be the worst in a decade growth wise ? gary

To: Tony Viola who wrote (120890)	12/6/2000 1:24:09 PM
From: Hightechhooper	Read Replies (2) \| Respond to of 186894

Tony, As you know I am with you on the product diversification thing. However, I am still afraid of Q1 due to inventory buildup at end customers in all the segements INTC serves as OEMS are always late to slow orders when end customer demand actually slows. Although I think this will be a one quarter adjustment i am afraid what the irrational market will do to INTC stock when estimates for Q1 come down. I do think the ANALysts will overshoot on the downside, however, and that will signal a bottom for INTC stock. I am interested in what your take is. Any thoughts?

To: Tony Viola who wrote (120890)	12/6/2000 1:39:33 PM
From: Hawk	Read Replies (1) \| Respond to of 186894

11:38 ET Intel (INTC) 32 15/16 -3 1/16: -- Update -- CNBC cites Briefing.com's earlier report on Salomon Smith Barney's Intel call; just to clarify -- the language in that earlier comment, that the quarter was "shaping up to be the worst in over a decade" was directly from a Salomon note this morning. Also in the note, the analyst reiterated the estimate cuts he made last week and in a trading floor call he said that he had growing confidence that Intel would miss its quarter. Well if his so confident then I guess its a done deal. We should all dump our Intel stock, NOT. H.

To: Tony Viola who wrote (120890)	12/6/2000 1:43:31 PM
From: The Duke of URL©	Respond to of 186894

>>Gateway, Apple and MUEI << All heavy non-Intel, SMP, NT?

To: Tony Viola who wrote (120890)	12/6/2000 3:35:53 PM
From: Proud_Infidel	Read Replies (1) \| Respond to of 186894

Salomon Smith Barney's Intel call; just to clarify -- the language in that earlier comment, that the quarter was "shaping up to be the worst in over a decade" was directly from a Salomon note this morning It is grossly irresponsible for SSB to come out and say this in these words. Their note makes no mention of the record or near record revenues which INTC should have. They make it sound as if Q1-2001 is no better than Q1-1991. Anyone who holds INTC yet does not follow the stock or the sector closely, may very well dump it at these levels. SSB has probably done more to destroy wealth(with incorrect or misleading statements) than to create it; their motto should read "See how we burn it." even though Intel has products in servers, notebooks, flash, embedded, comm, web hosting, besides just desktop, These guys simply do not get it. INTC is not the company it was 5 or 10 years ago. BK