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

To: Tony Viola who wrote (136929)	6/7/2001 4:42:15 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Tony, Thanks for the info on SSB. I wasn't really serious, but now they are out from further consideration. Yep, good news. I'm actually surprised. John

To: Tony Viola who wrote (136929)	6/7/2001 6:10:17 PM
From: tejek	Read Replies (1) \| Respond to of 186894

Tony and thread, comments I took during the just completed Intel CC. Thought you would like to seem them. ted ______________ Intel CC: Flash and Microprocessors sales are at expected levels; comm. chips worse than expected. Flash sales continued to slide. Expect flash to bottom before comm. chips......maybe July. Inventory channels are at the same level as beginning of quarter. However Intel's inventory levels are expected to be up a little this quarter. Margins, ASPs will slip this quarter. June quarter reflecting seasonal changes as opposed to macroeconomic problems. Does not think they are losing more share to AMD; in fact, they think they may have taken back a couple of pts. from last quarter. Order cancellations are running at normal levels. See no inventory stockpiling by customers. Was unwilling to speak about specific products. Logic factories are not running well. Operating expenses are being brought down. Someone asked why Intel's comments are inconsistent with comments from PC hardware companies like HP. Bryant could not explain why there is inconsistency....seemed annoyed. Order patterns were normal throughout the quarter; no early orders because Intel can ship right away. A little early to see back-to-school biz. There is no stuffing of channels...normal second quarter. *Intel is up in afterhours.