Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 34.50

+2.6%

Nov 21 9:30 AM EST

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To: thebeach who wrote (45774)	1/16/1998 11:58:00 AM
From: Tony Viola	Read Replies (3) of 186894

Beach, re: "Go figure,INTC beats by 9cents and stock falls and SUNW beats by 3 cents and stock rises." The reason to me for this is obvious: Intel is extremely thorough, honest and conservative in their forward looking statements. Thorough: how many other companies spend the time to look out four quarters estimating gross margins as Intel did. Instead, Sun's McNealy says "they say UNIX is dead. Well, if it is, it feels good." Sun comes out with a < $3K workstation to compete with Wintel. This isn't going to lead to lower margins for Sun? Most other companies say "we had a good Q and the future looks bright." Intel calculates exactly what they see coming, but, more often than not beat estimates. The street believes both but get burned by the cos with rose colored glasses more often than not. Intel stock over time will keep rising. Honest and conservative? See above. Have to run to a meeting . Tony

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