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

To: Petz who wrote (120990)	12/6/2000 9:01:21 PM
From: kash johal	Read Replies (1) \| Respond to of 186894

Petz, re: Intel warning Well I am not so sure. Circuit City warned so slowdown not just in PC's. Even Bank of America warned today. The car companies are also in trouble. Just imagine the bloodbath if Cisco or MSFT have problems. I just dont see how Cisco can keep growing at the rate they are. I suspect the malaise is much bigger than just a PC segment. Also Dan Niles was on ON24 on intel and PC market: VERY NEGATIVE. Essentially: major demand problem. Inventory overhang into 2001. Likely bloodbath on prices just like 1997/ early 98. Frankly, I am pretty concerned about overall market. And lots of people i know are hurting big time. regards, Kash

To: Petz who wrote (120990)	12/6/2000 10:44:19 PM
From: WTSherman	Respond to of 186894

<Maverick, if Intel warns, I hope its not worse than: 1. low single digit revenue growth 2. won't meet investment gains I think that would stop any further bloodletting.< I think that the big concern would not be what they warn about this quarter, but, what the next couple of quarters will look like. If this quarter's PC sales are substantially below the expectations of the PC mfg's then there is going to be some real problems through the whole supply chain. My feeling is that most the PC guys aren't ready to throw in the towel on this quarter, yet. But, it may be somewhat of a case of "cognitive dissonance". They've shipped lots of PC's to their distributors and OEM partners and they're hoping that they'll get sold. So, right now they say that they're on target. But, how many are really being sold and what this portends for the last couple of weeks before Christmas is anybody's guess...