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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: PaperChase who wrote (64565)	7/14/1999 3:09:00 PM
From: gnuman	Respond to of 132070

PC, re: EPS growth Fair enough, here are the numbers. (Note that I used consensus of $2.32 for 1999). YOY % growth. Rev EPS 1994 15.6% 1.5% 1995 43.0% 53.0% 1996 28.7% 43.6% 1997 20.3% 33.8% 1998 6.6% -10.8% 1999E 6.6% 34.0% From listening to the CC, seems that Q4 will need to be very strong to make consensus. (Including the $28.5 Billion rev's). I think the key message from the CC was that costs continue to come down, and was impressed by margin growth. But I think Intel needs to regain historic revenue growth to justify the valuation. JMHO's.