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To: Paul Engel who wrote (15499)10/22/2000 8:46:12 PM
From: dougSF30Respond to of 275872
 
Paul, see Goutama's analysis. IAG rev gains QoQ have been tampered with.

Intel's IAG presented Q1->Q2 gains of ~5%, then changed the composition around to show Q2->Q3 gains of ~5% again. The analysts ate it up. Trouble is, if you apply that method to Q1->Q2, it falls down to ~1%.

Cheating to make the core business look better...

Doug