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.

Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: michael97123 who wrote (56431)	11/28/2001 9:46:33 AM
From: advocatedevil	Respond to of 70976

"Q4 rev. upside unlikely for Intel": JPM By Tomi Kilgore Analyst Eric Chen at J.P. Morgan H&Q said his research indicates that Intel's (INTC: news, chart, profile) demand for chip-making equipment dropped off in October and November, which suggests weak shipments in November and December. He also believes there are "tens of thousands" of motherboard inventory in China, due to a slowdown in PC demand. Chen still believes Intel will meet previously-given fourth-quarter revenue expectations of $6.2 billion to $6.8 billion, but said "upside from the mid-point will be difficult." The stock closed Tuesday up 44 cents at $32.31. Given the stock's relative outperformance -- up 58 percent from the end of September versus a 29-percent rally in the Nasdaq Composite ($COMPQ: news, chart, profile) -- he recommended not chasing the shares. marketwatch.com AdvocateDevil

To: michael97123 who wrote (56431)	11/28/2001 9:53:59 AM
From: advocatedevil	Read Replies (1) \| Respond to of 70976

RE: "Why dont they all throw up their hands and just say we do not know?" Mike, Here's an article that you may be interested in: "The truth about 2002 tech predictions Commentary: From 'no visibility' to 'clairvoyance'" By Mike Tarsala, CBS.MarketWatch.com Last Update: 12:10 AM ET Nov. 28, 2001 SAN FRANCISCO (CBS.MW) -The same technology executives and analysts who complained they had no visibility for most of 2001 are about to become clairvoyant. complete article at: marketwatch.com AdvocateDevil