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

To: Ibexx who wrote (121035)	12/7/2000 6:53:46 AM
From: Road Walker	Respond to of 186894

Ibexx, Thanks for posting the IDC numbers, very reassuring. There seems to be a huge disconnect between what the SSB and the other analyst's say, and what IDC numbers show. If IDC is right, Intel is very cheap. Who ya gonna believe? John

To: Ibexx who wrote (121035)	12/7/2000 6:54:59 AM
From: The Duke of URL©	Read Replies (1) \| Respond to of 186894

Thank you for the post. But it appears the IDC is lowering their estimates based on Gateway's reports. I always assumed the source of their estimates was somewhat higher on the food chain.

To: Ibexx who wrote (121035)	12/7/2000 10:18:39 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

Ibexx, >Surging sales of notebook computers and strong Asia-Pacific region demand in the fourth quarter helped partly offset a sharp drop in U.S. consumer desktop personal computer sales, a top market researcher will report on Thursday. Especially good news for Intel. Asia is a stronghold for Intel and Intel has a near monopoly on notebooks. These two things, plus server chips and related hardware have to give Intel a chance of making the quarter. Tony