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Politics : Ask Michael Burke

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To: Knighty Tin who wrote (55873)	4/13/1999 6:25:00 PM
From: Earlie	Read Replies (2) of 132070

MB: Running hard this pm. Posted an initial comment on Myth. Back later with more. Too bad nobody out there has commented on the fact that INTC's rev line is REALLY weak, given the fact that they acquired a bunch of revs (companies) over the last while. The stock will be down in the morning. Market not in a mood for weak revs. A large increase in earnings while revs are up a mediocre amount (y-o-y) speaks to accounting activity. As you note, interest and OTHER are significant contributors. Looks like they sold off some investments and at a profit (cash up, investments down). Internet holdings or MU? More later Best, Earlie

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