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

To: GVTucker who wrote (129655)	3/9/2001 9:59:14 AM
From: John Koligman	Read Replies (3) \| Respond to of 186894

GV - In regard to Intel, I'm a bit surprised not to hear a peep out of anyone on the thread concerning the rather substantial drop in GM. Last time they warned I recall Bryant talking about a 10-15% revenue drop, but nothing about GM collapsing (or did I miss it?). Seems like a rather large red flag to me. As an aside, Niles was just on CNBC, he said he thinks the next quarter has a good chance of being worse, and that Intel will probably guide down again. Mentioned that Intel is still selling at 6X sales, in previous downturns it was at 3X, which puts it sub 20 bucks/share if it gets there. Regards, John