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Strategies & Market Trends : Zeev's Turnips - No Politics -- Ignore unavailable to you. Want to Upgrade?

To: Larry Brubaker who wrote (39455)	3/9/2002 4:06:37 PM
From: Softechie	Read Replies (1) \| Respond to of 99280

So, basically Intel stripped away a whole lot of fantasies last night, which I find very interesting, given that a trail of pom-poms generally accompanies its CFO, Andy Bryant, to the meetings. I think it's going to be a stretch for them to make the revenue number this quarter, with March being about 40% of their quarter. And, considering what's going on, I believe that the second quarter is really going to be a stretch. For that quarter, I would expect to see Intel's guidance taken down further. And to repeat, based on what's taking place, I anticipate that we will see preannouncements from EMC and Sun.