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Technology Stocks : Semiconductor and Semi-Equipment Analysts - Their Calls -- Ignore unavailable to you. Want to Upgrade?

To: Gottfried who wrote (168)	12/6/2000 6:27:14 PM
From: FJB	Read Replies (2) \| Respond to of 195

Would that be in a yoy comparison? If so, why doesn't he say that. Intel gave guidance for 4% to 8% sequential revenue growth for Q4. Let's say they come in at 3%. That would put them at about $9 billion in revenues for Q4 2000. In Q4 1999, they did $8.212 billion, so that would be 9.5% YOY revenue growth. In '98, Q1 revenues were down 7% YOY, Q2 was flat, and Q3 revenues were up 9%. If he is saying that Q4 2000 revenues will be down more than 7% YOY, he is all wet.