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

To: Jules B. Garfunkel who wrote (177043)	2/13/2004 3:22:50 PM
From: The Duke of URL©	Respond to of 186894

There is of course, only one real explanation, and that is that the mutual fund boys are sort of well er, FRIGGIN' LYING about fund inflows. Because of bought and paid for legislation, mutual funds are immune from civil individual lawsuits, so they are not really subject to securities laws. In the hey day of the mutual fund "dotcom" era, JDSU's nickname was "Just Don't Sell Us". IE mutual funds keep all stocks pumped at all costs. Meantime, the government is sucking the money out of the stock market to finance the artificially inflated single family dwelling market, and now somebody indelicately pointed out that the deficit needs to be funded. You can literally see the market almost solely populated by the trader boys who buy and sell not on fundamentals but on whispers and theories, none of whom have a pot to hold over the weekend. As an earlier poster suggested, most of the smart money is following Bob Dylan, "You ask why I don't live here? Honey, do ya have to ask me that???" :))

To: Jules B. Garfunkel who wrote (177043)	2/13/2004 3:30:00 PM
From: GVTucker	Respond to of 186894

No, I'm not kidding, and I'm not parsing words. Every analyst on the Street was expecting to raise their numbers pretty significantly after the call. They all were expecting numbers better than the number they had published for First Call. That takes care of the "better than expected" earnings, revenues, and margins. As far as the $480 mm tax windfall and the $100 mm savings, those two one-time events added about 7¢ to the value of Intel. The dividend increase had been clearly signaled in advance. It was already in the stock.