Mary, a couple of comments on your thoughts (that I basically agree with, your thoughts, that is):
1. >>>IMO, Craig Barrett is a rather straight arrow - he has provided his guidance and it
will be pretty certain that the actual numbers will be + or - a penny or two.<<<
Intel talked only about revenues (looking to be around 8 to 10% higher than expectations), not profits.
2. >>>There is no known number that can satisfy Mr. Tom Kurlak. He will put a negative
spin on any number that comes up. There is too much at stake for him to appear
wrong.<<<
This time, even more so than usual, the whole equity investment community is looking to Intel's earnings statement. They are THE bellwether nowadays. With all the other adversity in the world this year, financial and otherwise, now it's coming down to earnings going forward that will probably set the direction of stocks. If Intel comes out with good to excellent earnings, say .79 to .85 cents a share, and is positive in the CC, and this guy still throws cold water on the whole thing, it could be look out below for everything. Will this guy use his "guru" (undeserved) status again and trash Intel? Man (woman, girl, and boy), I sure don't know. If he does, I think he'll be wrong again (assuming he says 'yeah, but, they can't sustain it', or something like that). Enough wrongs in a row and he'll be history, like what happened to Garzarelli after July, 1996.
Tony |
