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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: RR who wrote (43308)	10/16/2001 5:42:51 PM
From: Sully-	Respond to of 65232

17:41 ET Intel (INTC) 24.96 +0.58: -- Update -- On conference call, says that inventories of microprocessors and chipsets are currently below targeted levels and that it is working to bring them back up... INTC +0.20

To: RR who wrote (43308)	10/16/2001 5:53:17 PM
From: Sully-	Respond to of 65232

17:51 ET Intel (INTC) 24.96 +0.58: -- Update -- On call, indicates that business strengthened throughout September among its OEM, small- and medium-sized customers... said Europe had a very strong September that was driven by retail demand; business in Japan continues to be weak... believes inventories in cellular industry are approaching normal levels... INTC +0.34 17:48 ET Intel (INTC) 24.96 +0.58: -- Update -- On call, in commenting on revenue guidance, says it would normally expect higher revenues in a seasonally strong period, but its expectations have been tempered by the weak economy and the decline in consumer confidence... indicates that Q4 revenue guidance implies FY01 revenues in range of $25.8-$26.4 bln (Multex consensus is $26.227 bln); expects gross margins for year to be approximately 48%; says it is ahead of plan to reduce headcount by 5K... INTC +0.09

To: RR who wrote (43308)	10/16/2001 5:59:31 PM
From: Sully-	Respond to of 65232

17:57 ET Intel (INTC) 24.96 +0.58: -- Update -- On call, believes it gained share in chipsets in Q3 and expects to do same in Q4... remains on track to ship 0.13 micron version of P4 in late Q4 for early Q1 launch... expects to meet the original 2001 goal for P4 shipments... Q&A underway... INTC +0.56

To: RR who wrote (43308)	10/16/2001 6:08:24 PM
From: Sully-	Respond to of 65232

18:03 ET Intel (INTC) 24.96 +0.58: -- Update -- On call, notes that it expects moderate growth in microprocessor shipments in Q4, but stresses that it will have more confidence as to how Q4 should play out in next 30-45 days... says it will wait until January to give guidance for next year... separately, in response to question, indicates that September was strong in many geographies and that there was no discernible difference overall before or after Sept. 11... INTC +0.56