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

To: Gottfried who wrote (173091)	2/20/2003 9:07:58 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

Hi Gottfried, RE: "Business Week's "The Good CEO" In typical Business Week fashion, everyone on their list is a male CEO. Contrary to this, our local Mercury News is always able to find good female CEOs to write about. In fact, this particular difference in reporting style is so notoriously known, that many women business leader events in Silicon Valley actually open up with a reference to this style difference in reporting, making reference to the same popular joke that goes around here, something along the lines (their words, not mine), "the East Coast newspapers must need glasses because they can't seem to see all the thousands of wonderful women business leaders like we do here." This of course, generates laughter because it's said in a room packed full of female ceos, executives, etc. Fortunately, the East Coast journos that are also in the room, tend to take the joke with the good humor it's intended. I can think of many good female CEOs. One in particular I do business with. She's uncannily intuitive in her business - always the first it seems. Very trustworthy business partner. On another note, RE: your fabulous charts - did you notice if you equate essentially the integral of the huge boom's SEMI backlog change curve to the integral of the curve over the period of the huge bust in 2000 (surface area under the semi backlog change curve during the bust period), it seems to net zero. This seems to be zero right now too with the mini up/down bounce in 2002, i.e. if you equate the surface area under the SEMI backlog change curve during the mini up period, it seems to have the same surface area as the down bounce in 2002. Basically, a net of zero as we stand right now. Meaning, if this chart is a reliable indicator of a boom, it's claiming a recovery should be happening right now, if historical trends are still valid. (That obviously assumes that the buying cycle is the same, which it's not.) But I believe once the Iraq situation is closed, a solid recovery is going to happen. Was 2000 the first year Intel wasn't able to meet demand, or is not meeting demand a normal thing for Intel that happens during every recovery peak? Regards, Amy J