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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%3:59 PM EST
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To: Mary Cluney who wrote (124716)1/11/2001 8:03:47 PM
From: Saturn V  Read Replies (2) of 186894
 
Hi Mary,
<If Intel has any practical smarts (which I highly doubt), they would reset expectations to an absurdly low level >

Given the Intel culture I doubt that will happen. Intel likes to set reasonably aggressive goals, and then go public with a slightly conservative estimate of its internal goal. I think Intel is afraid that if all its employees are aware of the public " super conservative goal", its employee motivation to push themselves harder will suffer.

So Mary, you will have to suffer thru all the "excitement" of the few penny misses. My gut feeling is that if the company gets into the mode of releasing extremely conservative estimates, the analysts will inevitably wise up to that, and the analyst published or whisper estimates will be higher, which will have the same impact.

So the bottom line is that any chip stock will have these problems. My experience is that Intel does a better job in predicting its earnings than other chip makers. System makers should have fewer earnings prediction problems, but HP is taking the cake in earnings prediction ! HP finally got around to announcing that its Oct-Dec quarter will miss earlier estimates. Apparently HP realized the shortfall 11 days after the quarter has closed !
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