Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 40.56

+10.2%

Nov 28 9:30 AM EST

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To: Bill F. who wrote (125155)	1/17/2001 11:53:35 AM
From: Hightechhooper	Read Replies (3) of 186894

Bill, your math is great but the assumptions are the things that I disagree with (I realize you are using the assumptions Andy stated). I believe they gave guidance they know they can beat even if things worsen further. Specifically, the 15% sequential revenue decline is probably about right (even though they probably think they can beat that). But for operating expenses to stay flat with Q4 with this type of revenue decline AND in an envirnoment where SG&A will be closely monitored is beyond conservative. In addition, no gains from INTC capital is yet another low ball move. The 58% gross margin is probably a worst case scenario also and I bet they think they can get closer to 60%. They are doing this to absolutely ensure that they don't have to give a third warning in a row. I think they will hit 25 cents and the order momentum in the last 3 weeks of the quarter will determine if they put more expenses into Q1 or Q2. I realize my view is not tied to the tangible guidance given, instead it is based on "reading between the lines" and having put together more than a few internal forecasts in my day. good luck to you,

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