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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Amy J who wrote (90062)	10/13/1999 12:05:00 AM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

Amy - re: 'To avoid unrealistic expectations, why doesn't Andy just say, "4Q should be possibly higher," instead of saying/implying "significantly" higher? " Andy probably said it his way to keep the stock from dropping $20 tomorrow instead of just $10. Paul

To: Amy J who wrote (90062)	10/13/1999 8:10:00 AM
From: GVTucker	Read Replies (2) \| Respond to of 186894

RE: Andy and guidance Actually I much prefer the Intel method vs the boys in Redmond. Bryant tells us what he expects. I get the feeling he is being completely honest on the calls. It seems to me that Intel is very accurate in their calls. Upside surprises are about as frequent as downside surprises as it should be. MSFT, on the other hand, has the reputation of intentionally low balling. Everyone knows this. And, believe it or not, the market does indeed discount this. I guarantee you that if MSFT ends up making $1.56 in FY00 (the current average) the stock price will be lower. This creates an atmosphere of mistrust with the investment community. I read MSFT's Q's and K's a lot more closely than Intel's, primarily because I think Intel management is more straightforward. As far as the concern that MSFT meets and beats estimates with great regularity vs Intel, you should note that MSFT has much more visibility than Intel in terms of revenues and earnings. (Think about it--when was the last time you saw a headline, "Microsoft lowers the price of Windows 95, 98, NT by 17%."?)