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


To: Win Smith who wrote (142831)9/5/2001 5:27:45 PM
From: John F.  Read Replies (2) | Respond to of 186894
 
3:35PM Intel (INTC) 27.11 +0.26: -- Update -- Hearing from sources at Morgan Stanley that
analyst Mark Edelstone believes INTC might not have to lower guidance in its midQ call, and
may be able to hit the midpoint of the revenue range; however, Edelstone believes that the
key issue is not sell-in but sell-through, which Edelstone believes is sluggish, and about
which we will not have new information until INTC's quarterly report.

finance.yahoo.com

ps: Could someone explain the difference between sell-in and sell-through? TIA



To: Win Smith who wrote (142831)9/5/2001 5:34:11 PM
From: Elmer  Read Replies (3) | Respond to of 186894
 
Mhz counts, even if it doesn't deliver any performance

Yup we're in agreement there, and it REALLY counts when it delivers the highest SPEC_base scores ever recorded as in the case of the P4. Higher than Alpha, higher than SPARC, higher than HP-PA, higher than IBM-RS6K and best of all..... higher than Athlon.

Resistence is futile...
Prepare to be assimilated...



To: Win Smith who wrote (142831)9/5/2001 5:54:55 PM
From: maui_dude  Read Replies (1) | Respond to of 186894
 
Win,
you seem to really not like Itanium (Merced). Something personal ? Hope it doesn't cloud your judgement about Itaniums potential in terms of its contribution to Intels bottom line.

Maui.