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

To: Saturn V who wrote (124707)	1/11/2001 5:14:49 PM
From: Hightechhooper	Read Replies (4) \| Respond to of 186894

Saturn, I don't think there is anyway INTC can shrug off the triple wamy of HWP, GTW and RMBS. If the retail sales report is worse than expected all of today gains will be gone and then some. I wish I could buy back my 37.5's and then sell 35's or maybe even 32.5's. INTC needs to surprise with some unexpected news (big stock buy back, very accelerated P4 timing etc.) to have any hope of moving above 35 and/or prevent falling back to 30. I think any selloff will be short lived if the fed cuts another 50 in Jan.

To: Saturn V who wrote (124707)	1/11/2001 7:43:48 PM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

Saturn,<<<I guess Intel guidance will set the tone for market action. That will tell us all, how bad December really was, and what the next quarter looks like.>>> If Intel has any practical smarts (which I highly doubt), they would reset expectations to an absurdly low level (as low as they can set it without being too obvious). Then they have to beat expectations every quarter by a very wide margin, but always cite some unusual one time circumstance for exceeding expectations and to reset lower expectations for the following quarter. They can probably repeat this exercise until we go into the next recession (assuming that we are in one now an that we are going to get out of it fairly soon). I think Tim Koogle and the Yahoo gang are following this "beat the low expectation model". Mary