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

To: andreas_wonisch who wrote (110648)	9/21/2000 9:21:22 PM
From: L. Adam Latham	Respond to of 186894

andreas: Re: The additional increase in interest income is included in the new revenue number. So you are counting it two times. (or to be exact: 1.62 times) I don't agree - interest income is a separate income statement element than revenues, which should only includes sales of the company's products. Re: Also Intel looked for gross margins in the 63-64% range. To be fair you should assume 63.5% gross margins. I agree - I used the CNNfn article, which said prior guidance was 63%. But you're correct, Intel's prior guidance was 63-64%, so 63.5% is a better number. Re: You are forgetting that R&D is also up 100 million dollars from old guidance. I disagree here, also. The R&D guidance in today's warning did not change from that given in the outlook in the Q2 earnings release. So, when calculating a difference in the pre- and post-warning numbers, the R&D guidance is irrelevant. So, factoring in the 63.5% prior gross margin percentage, instead of 63%, give a 1.8 cents/share shortfall, instead of 1.3 cents/share. Adam - my personal analysis and opinions only, not Intel's