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To: Road Walker who wrote (137773)6/20/2001 4:29:11 PM
From: Road Walker  Read Replies (3) | Respond to of 186894
 
Interesting that Barrett chose to ignore the Intel quiet period:

Intel intends to publish an Earnings Release on July 17, 2001, and hold a related analysts' conference call (available for listening by webcast). From June 16, 2001 until publication of the Earnings Release, Intel will observe a "Quiet Period." During the Quiet Period, the Outlook and other forward-looking statements contained in the Earnings Releases and Business Update press releases as well as in the company's filings with the SEC on, e.g., Forms 10-K and 10-Q, should be considered to be historical, speaking as of prior to the Quiet Period only and not subject to update by the company. During the Quiet Period, Intel representatives will not comment concerning the Outlook or Intel's financial results or expectations.

John



To: Road Walker who wrote (137773)6/20/2001 4:40:46 PM
From: Tony Viola  Read Replies (2) | Respond to of 186894
 
Speaking of "a genetic 'Droid disease, not your fault."

I thought the lead-in to that article: "Intel to consider cuts unless chip market recovers" was going to herald a story about possible layoffs. Instead it was about possible capex spending slowdown, but if it's deemed necessary when conditions are looked at about six months out. Makes sense.

Also an up to date refute of Osha the "occupational safety and health hazard to the semiconductor community". This from Barrett:

"The computer industry is relatively stable from an inventory standpoint and a sales-out standpoint. We have good insight into the inventories that our big customers have. There doesn't seem to be a stack-up," Barrett said.

Tony