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To: Road Walker who wrote (177103)2/23/2004 9:17:57 AM
From: Amy J  Respond to of 186894
 
John, people are hiring now. Last week, received a large number of recruiter emails, out of the blue. Someone turned on the faucet.

What I'd like to know is: did all the CEOs get together a week ago and all decide to go ahead at exactly the same time?

Am really curious what indicator they saw that suddenly made them all jump at exactly the same time.

They seem to move a tad too synchronously. Makes me wonder who is thinking independently?

Regards,
Amy J



To: Road Walker who wrote (177103)2/23/2004 9:36:45 AM
From: Amy J  Respond to of 186894
 
John, RE: "Somebody cashing in their options? "

Here's the list:

Barrett has always historically sold at the same time of the year, in January so it's probably not him. Looks like he sold something this past January.

(I keep track of insider trades in an Excel chart to observe any patterns.) I do note when Paul and Sean sell, because their selling varies and is not consistently the same. They were the only two Intel execs that sold in July of 2000, one month before the big drop, so that's not something I'm going to forget anytime soon. Having said that, all of Intel appeared pretty clueless as to the channel demand problem, as if no one thinks independently, or as if everyone blindly follows the leader rather than challenging.

Maybe the lawsuit against Intel has forced them to be a tad more quiet on positive PR until after everyone has exercised and sold their positions.

I personally think that all the CEOs have suddenly realized demand is really back. It was like a faucet turned on last week. Strange its so synchronous across many CEOs, as if they all chat and decided to move at the same time.

With the job scene improving, does this mean Bush gets into office for yet another 4 years?

On another note, the person that appeared to be in charge of some huge purchases that made some huge losses is getting a tad more compensation than I would hand out, given the losses it appears they made. (I'm normally a pro-comp person.)

finance.yahoo.com

INSIDER & RULE 144 TRANSACTIONS REPORTED

Date Insider Shares Transaction Value*

2-Feb-04 YOFFIE, DAVID B.
Director 2,050 Option Exercise at $30.40 per share. $62,320
2-Feb-04 YOFFIE, DAVID B.
Director 2,050 Disposition (Non Open Market) at $30.40 per share. $62,320
30-Jan-04 YOUNG, CHARLES E.
Director 2,000 Sale at $30.50 per share. $61,000
30-Jan-04 VADASZ, LESLIE L.
350,000 Option Exercise at $5.71 - $17.42 per share. N/A
30-Jan-04 VADASZ, LESLIE L.
100,000 Sale at $30.50 - $30.64 per share. $3,057,0002
29-Jan-04 CHEN, JASON C.S.
Officer 26,259 Planned Sale $818,5001
29-Jan-04 CHUN, SHEN CHEN JASON
Vice President 26,259 Option Exercise at $17.42 - $20.23 per share. $494,0002
29-Jan-04 CHUN, SHEN CHEN JASON
Vice President 26,259 Sale at $30.92 - $31.17 per share. $815,0002
28-Jan-04 VADASZ, LESLIE L.
150,000 Option Exercise at $17.42 - $20.23 per share. $2,824,0002
28-Jan-04 VADASZ, LESLIE L.
150,000 Sale at $31.95 - $32.16 per share. $4,808,0002
26-Jan-04 OTELLINI, PAUL S.
President 192,000 Option Exercise at $4.20 per share. $806,400
26-Jan-04 VADASZ, LESLIE L.
250,000 Option Exercise at $20.23 - $24.37 per share. $5,575,0002
26-Jan-04 VADASZ, LESLIE L.
250,000 Sale at $31.80 - $32.32 per share. $8,015,0002
23-Jan-04 VADASZ, LESLIE L.
251,475 Option Exercise at $24.37 - $30.7 per share. N/A
23-Jan-04 VADASZ, LESLIE L.
251,475 Sale at $31.65 - $32 per share. $8,003,0002
22-Jan-04 BARRETT, CRAIG R.
Chief Executive Officer 384,000 Option Exercise at $4.20 per share. $1,612,800
22-Jan-04 BARRETT, CRAIG R.
Chief Executive Officer 384,000 Sale at $31.68 - $32.19 per share. $12,263,0002
22-Jan-04 BARRETT, CRAIG R.
Officer 384,000 Planned Sale $12,237,0001
16-Jan-04 HUNDT, REED E.
Director 1,000 Purchase at $33.14 per share. $33,140



To: Road Walker who wrote (177103)2/23/2004 10:41:26 AM
From: GVTucker  Respond to of 186894
 
The main piece of news out is Intel's 10-K, which was released about 6 this morning.