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

To: L. Adam Latham who wrote (164982)	5/7/2002 8:07:33 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Adam, >CSCO up about 13% after hours (~13.10 to ~$14.85) - hopefully the optimism will keep up overnight and into tomorrow. INTC up to $26.85 after hours so far on the news. Good, hope it's a start. I listened to some of the Cisco CC. They talked about a lot of the same things Intel did: watching discretionary spending, and hiring, very closely; improving processes...they have a six part "mission" or continuous improvement program going on that they measure themselves to all the time; they improved GMs a few percent, to 63%! Outdid Intel there a little, in the improvement part. Final key point I came away with was that they are taking share away from their competitors, which must be Juniper, Extreme, Corvis, Foundry, or at least some of those. 800 pound gorillas rule again! Tony