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To: smolejv@gmx.net who wrote (5964)	7/18/2001 12:01:40 AM
From: Cogito Ergo Sum	Read Replies (1) \| Respond to of 74559

Hey DJ, We just seem to KNOW just everything How else will we ever earn the title Homo Sapiens Sapiens ? I dont know how the market will react to the Intel's dismal (DJ's opinion) outlook. Message 16089207 :o) regards Kastel

To: smolejv@gmx.net who wrote (5964)	7/18/2001 7:21:42 AM
From: Ilaine	Read Replies (1) \| Respond to of 74559

>>digestion of the information deluge<< Is my life. My reason for being. My joy. My job, too, but only because I want it to be.

To: smolejv@gmx.net who wrote (5964)	7/18/2001 8:33:20 AM
From: Gofer	Read Replies (1) \| Respond to of 74559

I dont know how the market will react to the Intel's dismal (DJ's opinion) outlook A selection of Intel related headlines from yesterday. Positive Spin: Chip Giant Intel Beats Expectations Intel beats Street, says microprocessors back to normal Tech Stocks Surge in Late Trading; Intel Beats Forecasts Intel says returns to 'normal seasonal patterns' Jonathan Joseph: 'I'm encouraged by Intel's Q2 report' Intel - Business Will Improve In Second Half Negative Spin: Intel's second-quarter profit falls 76% Investors Need a 12-Step Program for Their Optimism Addiction Intel Net Income Declines Sharply Amid Falling Prices, Weak Demand My spin: Confusion Reigns in Semi-land, or Confusion Rains in Semi-land, or Confusion Reins-in Semi-land I love the fuzzy, feel-good, optimism embodied in statements like: "Going into the third quarter, we're all cautiously optimistic," Paul Otellini, executive vice-president of the Santa Clara, Calif.-based chip maker, said in a conference call Tuesday. I wonder who's going to buy all those Pentium IV based PCs? I develop software and have a P3-450, 128MB at home and an 800 Mhz, 256MB at work. They fly. There's no need for more speed or memory at this time. There's also no need to upgrade from NT to Windows 2000, although I expect Microsoft will force that upgrade soon. I guess parents are going to upgrade to a 1.8 Ghz P4 screamer for back-to-school season so their kids can do their math homework and play Unreal Tournament trying to put a cap up Jacko's virtual ass? Not likely. I wonder when investors (and fund managers) are going to stop believing the oft-repeated fairy tale that goes: Once upon a time <company_name> beat the street's <n> time reduced pro-forma cash earnings guidance and everyone lived happily ever after. Edit: Q: I wonder when? A: Maybe today