SI
SI
discoversearch

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 45.51+10.6%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Mary Cluney who wrote (126340)2/8/2001 12:11:08 PM
From: Saturn V  Read Replies (2) of 186894
 
Hi Mary,

You have been irked by how Intel manages investor expectations. Today's San Jose Mercury News has an interesting article comparing how Intel and Cisco managed investor expectations in this downtun.

www0.mercurycenter.com

"Over the last month, Cisco's CEO, John Chambers, has adopted a tactic that might be called the cut-the-tail-off-an-inch-at-a-time."
"Intel, on the other hand, delivered the bad news suddenly, disappointing everyone at once. Last September, the Santa Clara chip maker surprised investors by announcing -- with a blunt engineering directness -- that it expected its third-quarter revenues to be 5 percent lower than analysts' expectations"

Institutional investors seem to prefer the Cisco style, since they could read between the Cisco official line and were able to exit with less damage. The Intel style treats everyone equally, and so obviously I prefer that. Cisco may be trying to manage a controlled collapse of its stock price. So its stock has still more room to the downside.
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext