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

To: prtscrn who wrote (181011)	5/10/2005 9:14:08 AM
From: Amy J	Respond to of 186894

joseph, RE: "their public and private of opinions may be very different" Probably not any more. A contact of mine said her friend is responsible for reading emails at a large brokerage firm to check for any type of irregularities. I would guess it's probably automated to spit out questionable stuff - I have no clue. Sounds like a boring job. The different opinions on Intel are great because it reflects individual thinking and that makes me think about the various points. It certainly seems less herd-like than what it was during the boom. Whether they are right or wrong, doesn't matter to me so much as whether they are able to articulate different viewpoints that force me to think. I actually appreciate the individuality a lot. Rather refreshing. They are collectively more negative than what we are on the thread. Makes me wonder if they know something we don't about the economy. WS tends to have better insight into the economy than Silicon Valley. Maybe raising interest rates will slam hightech, I don't know. Someone once said it takes about a year before interest rates slow an economy. But business sure seems good for many startups - I recall reading startups are less sensitive to interest rate change - so do they plan on ramping, or do they plan on the economy whacking them after interest rate increases work their way into the system? Definitely puzzling. My guess is companies are going to assume this recovery is the real thing, maybe wait two or three quarters just to be sure, but be frightened off by the tiniest thing. There's no crystal ball. You may know what customers might want about one quarter or two quarters out, and you can project from that, but there's no way I can project economic changes of interest rates onto a business - never been there, really. Regards, Amy J