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

To: dhellman who wrote (151297)	12/6/2001 11:14:34 AM
From: wanna_bmw	Respond to of 186894

Dhellman, interesting report. Thanks. wbmw

To: dhellman who wrote (151297)	12/6/2001 11:37:01 AM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

• The strength that Intel has seen this quarter has not been driven entirely by inventory building. So that's his way of backing off from his "Intel stuffing the channels" drumbeat of the last year or so. Guess we should take it as a positive opinion move on his part, but I still wouldn't trust him with a ten foot Pole, or two five foot Lithuanians. I saw Kumar on CNBC today. Pretty much same song as others recently, Intel should guide to high revenue end. But, with the 70% upward move on the stock, expect some profit taking. Also said he doesn't see full recovery of the PC market 'til 2003. Mark Hanes asked him about his opinion of AMD now, whom Kumar has called roadkill in the past, but they seem to be more competitive now. Kumar replied that Intel is breaking away even more now in performance from AMD. Tony