Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.78

+2.7%

Nov 26 3:59 PM EST

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To: GVTucker who wrote (124766)	1/12/2001 1:54:04 PM
From: Mary Cluney	Read Replies (1) of 186894

GVTucker,<<<MSFT, CSCO, and AOL have had highly predictable earnings streams over the past few years. Earnings have grown, steadily. Consequently, it wasn't that difficult to manage the earnings stream.>>> Growth (or no growth) rate has nothing to do with it. All these companies have the same macro economic uncertainties to deal with. CSCO has had the additional complexities of absorbing huge acquisitions and integrating different business cultures and product assimilations. And, all we are talking about is predicting earnings 3 months out relating to one product and about fifty customers (accounting for approximately 80% of revenues and 90 % of profits). What you are telling me is that management is making something that is relatively simple into something very complex. Mary

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