John:
In think I have some understanding of how difficult the job of dealing with analysts is; moreover, I am sure you do the most professional job of presenting available information to analysts and institutions. Your willingness to converse on the thread is testament to that and is, in my opinion, a credit to yourself and Intel.
However, the message I get from some of the recent posts, is that Intel might be doing a better job of public relations, not only of providing objective information, but of getting out in the public and creating a great public image. Look at Mike Dell for instance. How many times have I seen him on TV singing his single tune .. we are doing great and we will be doing better. And he has that great grin which seems to tell me that he knows something that he cannot tell, but that life is wonderful.
On another point concerning earnings. I do not understand fully how this works. But as a corporation, I would simply tell everyone, including the analysts what your earnings are expected to be. Why leave it up to the guessers (the analysts). If they want to have different estimates, then let them, but be very public and very vocal about what YOU think the estimates are going to be. You would of course have to do this carefully and conservatively. I am really befuddled why such a great company as Intel allows people so far removed from your operations to be telling the world what to expect, when the company would be in such a better position to do so. This is of course my opinion and I am sure that there are issues and concerns that stand in the way of your doing what I suggest, perhaps legal considerations. In any event, I cannot think of any better way to put people like TK out of business. Why even be concerned about trying to manage them when you could be managing your own image.
Clinton |
