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

To: Wolff who wrote (170609)	9/5/2002 4:11:38 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Usually, when people think that they can do a better job than the CEO of a highly profitable business (and Intel is still making hundreds of millions in profits), it means they haven't the faintest clue what it really takes to get the job done. I'm pretty sure Barrett doesn't need your "recommendation". Give the guy a break. The market is out of his hands. Long term, the stock price will reflect the performance of the company relative to the market, no matter what Barrett says. Would you rather have a politician for CEO, who can kiss babies, and make nice short term stock bubbles on an otherwise flat stock for the long term, or someone who knows how to run a multi-billion semiconductor business, and keep their operations running efficiently enough so that any eventual market recovery will make long term prospects have far better returns? wbmw

To: Wolff who wrote (170609)	9/5/2002 5:34:34 PM
From: BelowTheCrowd	Read Replies (1) \| Respond to of 186894

> 1. Our current guidance remain unchanged. They're obviously already changing it. No choice if that's what the reality tells them. Lying about it or hiding the truth isn't a viable option. > 2. Economic conditions remain challenging. Pretty much a no-brainer > 3. Our customers haved been managing a very tight level of inventory, and expect to get firm orders late in the production cycle. Pretty much stating the obvious. > 4. The computing industry trend to build PC to specific orders, is changing the way our customers order, pushing lead times to very short levels, but with our capacity we expect to meet demand across the entire Microprocessor price/performance points This would get him laughed at. Nobody's even thinking about the possibility that there might be a shortage. A more realistic thing to address might be the perception that there is too much capacity. > Barret better not try to predict the holiday buyers again, or the stock will get shreaded...again I agree. Nobody has much insight into the holiday season right now, and claiming otherwise would not be wise. mg