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

To: puborectalis who wrote (150042)	11/28/2001 8:15:44 AM
From: GVTucker	Read Replies (4) \| Respond to of 186894

Eric Chen has been tracing Intel's raw wafer and photoresist demand for a while now, with the logic that if his data is accurate, it can provide a 4 to 6 week lead on Intel's output. September was unusually strong, which led to strong October sales. Intel's October and November raw wafer and photoresist were weak according to Chen, which would lead to weak Nov and Dec output. I have no idea what Eric's sources for data are, but he's been pretty accurate on Intel since he came over to JP Morgan, even though his official rating has never changed.