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Technology Stocks : Intel Corporation (INTC)

INTC 38.33

+3.5%

Nov 5 3:59 PM EST

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To: Mary Cluney who wrote (61735)	8/3/1998 10:14:00 PM
From: gnuman	Read Replies (1) of 186894

Mary re;<The only people that has this information are working for Intel......They are not going to lie to you. It does not make any sense, businesswise, for them to lie to you.> Kind of a mixed up message, Mary. BTW, Paul did give me the chip data, and I thank him for that. I doubt if Intel is going to provide it. Most of it is proprietary, so the investor has to figure out how to get the info for himself. And as for them not lying, I agree. But I also don't think they are providing meaningful long term guidance. If they were, would 38 analysts have the forecasts so consistently screwed up? Eight months ago when the analyst consensus was $4.69 for `98 did you believe it? Or did you get the info from Intel? And what was the info Intel gave for "98? And it seem's to me the only input Intel has given for the second half is that it will be better. Do you know how much better? And the consensus for `98 has dropped to around $3.00. So is 2nd half much better then 1st half? And if you think they're full of it, then I guess we can't rely on the consensus of 38 analysts for forecasts. Which was my whole point. ;-) And if you have any meaningful data, please share it.

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