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To: AK2004 who wrote (124071)1/3/2001 11:48:56 AM
From: Tony Viola  Read Replies (1) | Respond to of 186894
 
Albert, >Lehman expects intel's 2000/2001 growth to be -21% (that is negative 21%), ouch

Albert, it is a cyclical industry, much as we were trying to deny it when things were great. We've been there before (negative growth) as recently as 1998:

intel.com

Of course, AMD has been negative, period, for a lot of those years.

Tony



To: AK2004 who wrote (124071)1/3/2001 8:46:02 PM
From: Amy J  Read Replies (1) | Respond to of 186894
 
RE: "-21%."

Let's just hope Intel takes out all the bad news in this (Q4) earnings call.

When things aren't good, it's better to shake out all the bad news at once and get it over with in one quarter, so it's up from here. OTOH, like Tony said, this is cyclical, so maybe it'll take a few quarters.

Regards,
Amy J


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