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

To: Road Walker who wrote (177069)	2/17/2004 3:05:21 PM
From: Lizzie Tudor	Read Replies (1) \| Respond to of 186894

I don't know... I think most expected intel to guide up in their call and instead they guided down to typical seasonal weakness. After the intel call, the momentum stopped for the stock. I am watching the job market for clues about capex, if the US jobs market starts to heat up, then I think we'll get the kind of capex recovery the capex bulls are expecting. The offshore job market doesn't do enough for us, ASPs are too low. Thats my take on it anyway, but like most I am not sure. I need to see the pricing and GM on this Intel TV chip... it could be huge if they can really produce at a lower cost than the consumer chip competition. These tivo-like TVs are going to be big, this is a great new market for intel... but I am skeptical about pricing power since the consumer competition is much worse than CPUs for any type of electronics.