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Strategies & Market Trends : VOLTAIRE'S PORCH-MODERATED -- Ignore unavailable to you. Want to Upgrade?

To: Sully- who wrote (55565)	10/15/2002 5:32:34 PM
From: Cactus Jack	Read Replies (1) \| Respond to of 65232

Wstera, How you doing these days? Did you catch any of this blastoff? I caught a good part of it in the teeth <G/NG>, but don't think I'll have to wait long for it to return closer to earth. jpg

To: Sully- who wrote (55565)	10/15/2002 7:41:48 PM
From: Dealer	Respond to of 65232

18:15 ET INTC Intel not claiming more visibility (16.52 +1.42) -- Update -- On call, analyst suggests tighter revenue range for Q4 implies better visibility... Management says it is hard to claim it has more visibility and attributes tighter revenue range to fact that Q4 is less back-end loaded and is the most linear quarter of its year... INTC -2.13 at 14.39 18:10 ET INTC Intel hit wall in terms of cost savings (16.52 +1.42) -- Update -- On call, says it is seeing a situation where it's just not seeing demand pick up and that it hit a wall in the way of cost savings, which was the biggest factor behind the disappointing margin performance in Q3... says margin improvement going forward will have a lot to do with demand... INTC -2.08 at 14.44 18:01 ET INTC Intel expects to bring inventories down some in Q4 (16.52 +1.42) -- Update -- In Q&A portion of call, says it expects to bring inventory down a little bit in Q4, which should take some pressure off underutilization charges... INTC -1.99 at 14.53 17:53 ET INTC Intel (16.52 +1.42) -- Update -- On call, management's prepared remarks pretty much follow text of press release... did note that corporate purchasing remained weak in Q3 in the mature markets of Europe and that Asia-Pacific region set new revenue record for quarter with China achieving 39% yr/yr revenue growth... INTC -1.91 at 14.61