Intel Corporation (INTC) Message Board

STOCKTALK

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 41.41

+2.2%

Dec 5 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Thomas M. who wrote (50484)	3/11/1998 8:59:00 PM
From: Fred Fahmy	Read Replies (1) of 186894

Let's review. You asked when the last time GTW had a "good" quarter. I responded by saying last quarter (i.e. Q4 1997). IMO, having record revenue, record earnings, record EPS, and beating WS expectations by 31% qualifies as "good". You disagree, which is fine since "good" is subjective. WS agrees with me since the stock went up sharply following the Q4 earnings release. You then go on to say Q4 only looked good because of write-offs (largely associated with the ALR acquisition) which happened in Q3. You are not able to explain how these write-off, ligit or not, have any affect on Q4's record demand (i.e. record shipments and record revenue). Now you are taking about 1997 vs 1996 annual comparisons. What in the world does that have to do with your original question or our discussion. You are being incoherent. BTW, I'm glad you consider a 25% drop a "banner" year. Personally, I think GTW had a disappointing 1997, especially considering that DELL grew more than 80% and CPQ grew nearly 40%. FF

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next