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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Dave Kiernan who wrote (75259)	4/17/2001 11:16:44 PM
From: Dave Kiernan	Read Replies (1) \| Respond to of 99985

As an aside. Did anyone see the CNBC feature showing where companies that provided RIMM devices had a drastic drop in Laptop use. Translates to much lower expenditure and much more return for the buck. No position. Just watching Sylvester eyeing Tweety through the bars.

To: Dave Kiernan who wrote (75259)	4/17/2001 11:24:24 PM
From: Ibexx	Read Replies (1) \| Respond to of 99985

Dave, Re. Beat by 1 cent, not by Intel products, .. True. But market was probably expecting much worse. There were also some very positive comments at the CC (see Amy J summary on the Intel thread). More importantly, After all, the stock had declined almost 70% since its peak mid-year 2000. More importantly, INTC sr management Ottolini and Barret seemed to have a firmer grasp of the shortfalls of next couple of quarters - in other words, negative news with some degree of certainly - which differ from the total lack of visibility proclaimed by Cisco's John Chambers. JMHO, Ibexx