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

To: GVTucker who wrote (177217)	3/5/2004 9:57:29 AM
From: steve harris	Respond to of 186894

With my house and land paid for, cash in the bank, I wouldn't mind unemployment going up, interest rates back to 20%, DOW to 800, and another Jimmy Carter in the white house. Kerry #2 for president! Teddy for VP. How's that? Steve

To: GVTucker who wrote (177217)	3/5/2004 11:59:34 AM
From: Lizzie Tudor	Respond to of 186894

there are already reports that the 03 tax rolls are coming in under plan. I think the deficits are going to be revised upwards because this economic team doesn't seem to understand the real climate which is highly negative. Silicon Valley is looking a little better from what I can see. A few more jobs for sure. I have some queries on hotjobs that I do for a metric. One had last month at 580 jobs locally and now 610. Thats not tremendous growth but it is growth. In the 90s there were thousands of positions for every hot tech buzzword like linux. Intel's call was not terrible but certainly not good. Intel's fate is in the hands of the US jobs numbers in my view.

To: GVTucker who wrote (177217)	3/5/2004 8:38:33 PM
From: Amy J	Respond to of 186894

GV, today's govt report is at odds with the solid hiring activity (requests for people) I've been suddenly seeing. Am seeing a substantial amount of activity, today included, as if a faucet was turned on a couple of weeks ago. It also seems to be at odds with what locally appears to be a recent uptick in venture capital over the past couple of weeks. Suspect there's a delay factor between the sudden activity and the recording of this new local activity. It'll be interesting to see when this activity translates into the govt's numbers. California usually leads the USA. Even Intel has a backlog of positions to fill. For the first time I've ever seen, except for maybe during the early 90's, one of Intel's new product lines appears to be gated by headcount (which I actually think is a good idea, play it safe for a couple more months. And no, this isn't the 64-bit stuff.) Think many CEOs are waiting until Q1 numbers are finished before they make any significant changes. Their wall of worry is higher to climb, if you can imagine. Would rather have this, than the other, particularly since higher gas prices might kick start yet another recession. Regards, Amy J