John, >>>If they do have a clear understanding of what impact Asia will have on their revenues, I do think it would be in the best interest of stockholders to release that information<<<
If Intel were a normal company, they would have Analysts in bed with them, their PE would be 40 rather 20, they would make their numbers this quarter and warn during CC about next quarter. Analysts would quietly lower their numbers for next quarter and next year, few would notice the difference.
However, knowing Intel, I doubt that guidance in September was overly optimistic, Asian currency debacle will have little or no impact, Company will not pre warn, but Company will miss estimates by 2 or 3 cents - when they don't really have to show it that way - and they will issue some statements at CC that will confuse the hull out of Wall Street.
Long term the company will continue to do what it does best and PE will so verrry slowly inch its way up. No complaints - that is what I knowingly bought into.
Correct me if you think my weltanshauung is overly simplistic - but if you don't know what weltanshauung means - I would just as soon if you didn't make any comments.
Regards,
Mary
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