Intel Corp (INTC)

[Nitt]

re:"The real key will be the general comments on visibility going into 1H'03".

If history is the key, Intel will stick to Q4 outlook on the call. How the month of October looks along with orders for the rest of the quarter will be key. If Q3 played out as I suggested in my previous post, then there could be continued positive comments about the turns environment and product mix... all would bode well for Intel considering AMD appears to be out of the game for at least Qs 4 and 1. Hopefully the rest of Intel has slowed the bleeding also which would help EPS outlook.

Nitt