Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Amy J who wrote (139308)	7/16/2001 10:13:03 AM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: sounds like nerves reacting to the up-coming earnings report. Relax. They are reporting on last quarter, which had a 6 week period when Intel's big "clear out the inventory" push was dominating retail sales. There was no competition for Intel in mobile or servers of any kind last quarter, either. I'd guess they'll beat the 10 cent projection by a penny or two, and report a small increase in units sold. They'll ignore the current influx of AMD notebooks and AMD's return to the large retail presence it had early in Q1 and base guidance on the notion that the price war is over and that Jerry Sanders has suddenly decided he really doesn't care about market share. So Intel will report, once again, that while this quarter was bad, next quarter will be great. The analysts will buy it hook, line, and sinker (as they have for every quarter in recent memory). Mid-quarter, an amazed Intel will report that the price war seems to have continued after all, and in fact has spread to mobile units, and the flabbergasted analyst community will once again have to drastically lower earnings estimates for Intel mid quarter - but, they'll claim, next quarter will be much, much better. Dan