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.

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

To: Road Walker who wrote (155589)	1/15/2002 7:40:20 PM
From: wanna_bmw	Respond to of 186894

John, Re: "Can you characterize the tone, of Intel, and the analysts? Better or worse than the past?" Bryant and Otellini were stoic, as always. However, Andy did seem optimistic of further growth past Q1, though he didn't want to promise anything. wbmw

To: Road Walker who wrote (155589)	1/15/2002 7:47:52 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

John, >For the first time in years, I couldn't listen to the CC. Can you characterize the tone, of Intel, and the analysts? Better or worse than the past? Tone of Andy B. and Paul O. was OK. Not great, but not gloomy like a year ago. No analyst's "nice quarters", FWIW. However, as is often the case, they were often trying to get Intel to say it's better than they were making it. I was hoping for a little less of the "it all depends on the economy" and "we'll be ready when things turn around" type stuff, because of Q4 sales doing so well. I hoped we'd turned the corner. All in all, I'd give it a C- for environment outlook (not that it was a bad outlook, but an uncertain one), but a B for products lineup. Not an A because mobile is transitioning and Itanium is still grinding, vs. zipping. Thanks, if you have the time... Always have time for an Intel guy/football fan. Tony