Ask Michael Burke Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Politics : Ask Michael Burke

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Fred Fahmy who wrote (64594)	7/15/1999 8:28:00 AM
From: gnuman	of 132070

"Freddy the Flamer" <g> (That you Fred?) Re: < Intel's biggest problem is that they had an exceptional 1997> How'd you get that rep on this thread? <g> Regarding Intel's "exceptional 1997". How did you reach that conclusion? Look's like 1997 was trending down from the prior two years both in terms of YOY revenue and EPS growth. What you probably meant was Intel's biggest problem is that they had an exceptionally poor 1998. <g> As for 1999, I tend to believe their guidance that Q3 will be slightly up. To me the clue is the 400 million accounted for in the "All Other" category. Still trying to figure out exactly what that means to Q3, but it looks to me like they recognized "Sales to" disti in Q2, while "Sales out" will occur in Q3. How much impact does that have on Q3? If Q3 turns out to be say, $6.8 billion, the first three quarters total around $20.5 Billion. If true, they'll need about $8 billion in Q4 to reach latest consensus. Even with that, YOY revenue growth is less than 7%. I think the margins are great, but you have to have revenue growth for these kind's of valuations. Just my opinions of course.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next