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

To: Amy J who wrote (138961)	7/10/2001 10:42:15 PM
From: Joe NYC	Read Replies (5) \| Respond to of 186894

Amy J, Shrinking revenues due to a new entrant of a low-cost provider (such as Intel) doesn't translate into bad news for the new entrant if the new entrant is stealing market share. Good point. Intel may not be shrinking as fast as the Suns etc, but from the comments in Q1 warning CC, Intel's server group was bleeding severely in Q1, worse than desktop and notebook segments Of course, with Intel, we are limited to these tidbits of information, because the policy of Intel management is that the shareholders cannot be trusted with information on how the company is run, where the revenues are coming from, breakdown of server revenue vs. other segments, and sequential changes in these segments. Joe