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

To: Mary Cluney who wrote (91684)	11/4/1999 11:26:00 AM
From: Robert Douglas	Read Replies (1) \| Respond to of 186894

Mary, Given the choice between an excellent manager who was horrible at investor relations (Bryant, as you say) and a horrible manager who was a darling with the analysts (Jerry Sanders), with whom would you entrust your investment? I think choosing a CEO based on his ability to massage Wall Street analysts is the worst idea I have ever heard.

To: Mary Cluney who wrote (91684)	11/4/1999 11:55:00 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Mary, re: Managing expectations/analysts My take. I used to agree with you, and posted MANY similar notes of this thread over the years. If Intel could manage expectations with the skill that Microsoft does, it would probably lead to more predictable results and a higher PE. Intel is very rigid, it appears that all their statements are public, there are no whispers to guide analyst between statements. In other words, no selective disclosure. You and I get information at the same time as the analysts, and their institutional customers. If you actively manage expectations, you better be very good at it. Last week HP selectivly disclosed to the analysts, one at a time during the course of a day, that they were less than confident about the quarter. As you might expect, the stock tanked on large volume during the day. At the end of the day, they announced the info to the general public. I guess you would call this mis-managing expectations. So after all these years of owning Intel, I've changed my mind. I prefer to have the same information that everyone else has. No games, no selective disclosure. A level playing field. John

To: Mary Cluney who wrote (91684)	11/4/1999 12:11:00 PM
From: John F. Dowd	Read Replies (1) \| Respond to of 186894

Mary: You are right to a point. INTC has not kept pace with the Maria Bartiromo school of investing with frenzied announcement being the cache of present investor relations. I think the only olace where they have fallen short recently is that they let the investment world get carried away with the taiwan thing and the 820 mini-crisis. Problem is as one of the other posters put it they like Joe Friday "stick to the facts Ma'm". Therefore I blame the analysts who from what I can see are constantly shooting and asking questions later. They throw the baby out with the bath water and then go out and look for the baby later. Cisco is a similar dilemma pesently as they are in a quiet period and Maria passed on some unsubstantiated rumor that they were going to miss. This is where the analysts should step in and earn there pay but they flinch at such rumors. INTC could be faster in responding to problems that are leaked but without the facts this is hard to do. JFD