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

To: Mary Cluney who wrote (124806)	1/12/2001 2:08:05 PM
From: Gary Ng	Respond to of 186894

Mary, Re: "And, all we are talking about is predicting earnings 3 months out relating to one product and about fifty customers (accounting for approximately 80% of revenues and 90 % of profits). What you are telling me is that management is making something that is relatively simple into something very complex." I would say you did make it sound too simple. While on the book, Intel may deal with around fifty customers but the reality is that it is the end customer(100M+) that is difficult to predict. Especially the Dell model is now the norm, Intel has to bare almost all the uncertainty with effectively no cushion(middle man to share). gary