Joseph, >>>can you explain what "something' means.<<<
For some reason, under Andy Grove's stewardship, Intel could never get analysts covering the stock under control. In my own demented sense, I think that it was because Andy Grove's Eastern European origins (Hungary) prevented him from understanding the Northern European/Anglo Saxon clubbiness of the brokerage community. This is the understanding of a slap on the back and wink of the eye that allows Companies like Coca Cola, GE, Microsoft, Gillette to provide quidance to analysts in a way that they could beat estimates quarter after quarter - regardless of economic conditions, currency fluctuations, and market cycles.
After all, who is better to provide short term estimates than the companies themselves. They are in close contact with all their customers, vendors, allies and competitors. Their salesman and marketing departments have all their antennaes extended for the slightest movement in the market place.
Analysts can only sample these sources for information. How could an analyst like a Kurlak come up with information that the company does not already know.
For some reason this part of the business got all screwed up at Intel. And my sense is that Craig Barrett will manage this part of the business a lot better than Andy Grove.
FWIW,
Mary
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