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

To: andreas_wonisch who wrote (155517)	1/15/2002 4:49:53 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Andreas, Re: "BTW, very good earnings report from Intel. The only downside from the report is IMO the business expectation for Q1 '02. It looks like revenues will be flat at best and cost will be up." Thank you. I think Intel is leading revenue estimates lower due to seasonal changes. Q1 is typically a smaller volume quarter than Q4, but IMHO, recovery in the market overall may cancel that out. Therefore, I am expecting a flat quarter, rather than a negative one. In terms of AMD, I think this good news could only mean well for the industry in general. I am expecting a good report from AMD tomorrow. If the market has grown large enough, AMD may actually report a gain in market share. wbmw