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

To: chic_hearne who wrote (109298)	9/5/2000 11:56:51 AM
From: Road Walker	Respond to of 186894

chic, re: Why revise down when you can just sell more MU? Isn't that what happened in Q1? Take out investment gains in Q1 and they blew the quarter. In the first quarter they would have missed by less than 2 cents had they not had increased investment gains, not really a significant change. And their guidance hadn't been as aggressive as it has been for the 3rd quarter. And yes, it is overall results that triggers a change in guidance. It one element of their guidance is less than they expect and another is better, for a wash, they will not change guidance, or at least they haven't in the past. So they could sell more Micron, or any of the 400 (?) other equities that they own. John