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

To: dmf who wrote (114886)	10/24/2000 11:27:13 PM
From: Amy J	Read Replies (1) \| Respond to of 186894

Hi dmf, RE: "We use YOY comparisons for Compaq and Intel and for good reason." I think quarterly is important too: if Intel reported a bad Q4 relative to Q3, this would be important (because Intel's Q4 is usually strong). And if Intel reported a fabulous Q2 over Q1, this would be important (because Intel's Q2 is usually weak). I think sequential quarterly growth is important for spotting potentially new trends, given the historical trends of each quarter. RE: "I don't understand why YOY wasn't a reasonable comparison for Sun. Can you explain?" Aside from the difference of consumer vs. business markets, probably because a new trend is occurring: Intel and the OEMs are picking up in the Server market and sequential quarterly growth has the ability to spot new trends. (The key question for a Sunw investor might be, for the short-term how important is this new trend given the overall Server market is growing substantially?) I haven't seen you post on the Intel thread since the big drop. I hope you're doing okay. I'm very sorry for my post to you (just before the big drop) where I said that I felt INTC was a good stock. I think INTC is a good stock, however, my timing was absolutely terrible. Regards, Amy J

To: dmf who wrote (114886)	10/24/2000 11:49:41 PM
From: Tony Viola	Read Replies (1) \| Respond to of 186894

dmf, nothing wrong with YOY comparisons. They are very important to show growth. My gripe with Sun's reports was that it was trumped up as being perfect, when, in fact, it had two important shortcomings: sequential revenue growth of 0 rounded off, and gross margins down 4%. Intel would have gotten killed (further) with either of those. Anyway, I think Compaq's and the other big OEMs' 40% kind of server growth numbers, combined with Sun's dropping margins, are just beginning to show a big shift in where the $$ are going to go in server sales. But, I'm just an Intel bigot, you know. Tony Edit, Compaq's revenues from Q2 to Q3 went from 10.1 billion to 11.2 billion. That's 10.9% sequentially, so no-one can say that Q2 to Q3 should be flat. Of course, that's just 2 company data points.