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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: tejek who wrote (86223)	1/9/2000 11:30:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1575427

Ted, <Intel doesn't make two quarters in a row, and doesn't even bother to preannounce and what happens.....the first time...the stock goes up and the second time, it stays flat. How you think Intel got so arrogant? So arrogant that employees want to tell GTW kiss my *ss if you want more chips. Everything is opposite when it comes to Intel. JMHO.> IMHO, Intel got a different because they forecasted a rosy future. LU on the otherhand admitted to at least one other bad quarter. Now, let's wait and see what happens to Intel after 13th - I do expect them to fall short of 0.63. Chuck

To: tejek who wrote (86223)	1/9/2000 11:56:00 PM
From: Petz	Read Replies (2) \| Respond to of 1575427

ted, re:<If they sell enough stock like CMGI to make their quarter, then the stock price stays up automatically> From an accounting point of view, this will not help the stock price. Cap gains are reported as a separate line item in the report, and analysts will be looking at 1)total revenues 2)operating earnings per share including acquisition costs There is one thing Intel can do to obscure a bad quarter -- take a "charge" against earnings. For example, Intel could "write off" most of the development cost for the i820 and report it as a "one time loss." In fact, there's three or four things Intel could take "one time losses" for this quarter. So, instead ofr reporting a profit of 0.60, they report a profit of 0.64 plus a "one time loss" of 0.04. The accountants can have a field day dreaming up things that qualify to be a "one time loss." Intel will explain that the i820, CC820 redesign costs, RAMBUS subsidies, etc., etc., are only one-time costs that it have now been put behind. Petz