Intel Corporation (INTC) 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.

Technology Stocks : Intel Corporation (INTC)

INTC 35.62

-6.0%

2:53 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: John F. Dowd who wrote (91034)	10/27/1999 11:20:00 PM
From: Harry Landsiedel	Read Replies (1) of 186894

John F. Dowd. Re: "Hard to believe that they are keying off CPQ." It's not just CPQ. It's CPQ on top of IBM, which is on top of HWP. I listened to the conference call with Cappelas, and he did not want to commit to a number for 4Q. He said that the order book looks very strong today but the last 6 weeks of the quarter was a "crapshoot". He said it was the toughest quarter to estimate in the computer business. That kind of conservative approach is bound to make the analysts nervous. He also mentioned they were OK on DRAM and LCD's for notebooks but were concerned about shortages of microprocessors. That was bound to impact Intel. Re: "What I was really surprised about was the reduction of next years earnings." I totally agree. What they don't make in 4Q they will probably make up in 1Q, but these analysts are doing it by rote. IMHO, Cappelas was taking a page out of MSFT's notebook and underpromising and overdelivering (hopefully). But short-term the analysts will trim estimates. HL

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next