Barry, Paul (E), All,
So far, looking at the numbers, I am very impressed. It appears Intel could be back on track. I admit that I have been a disappointed stockholder, watching headcount go up (if I remember right over 30%) in 1997 while revenues were flat. That was just plain bad business.
Now... Revenues up, profits up, margins up, headcount down, nice comments about reducing costs, optimistic comments about the coming quarter. Looks to me (again) like a company I want to own, based on fundamentals, IF fundamentals count in this market.
Good luck to all,
John |