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To: vegetarian who wrote (125070)1/16/2001 5:19:39 PM
From: KeepItSimple  Respond to of 186894
 
>They are not violating anything. If you read carefully, they say they
>will make the information available "at the same time" on the WEB site for retail consumption.

Read it again, clownboy. They say they will meet with analysts ALL the time, yet they will stop updating their website 1 month before earnings are released.

They then disclaim that during these meetings they can choose whether or not to "reiterate" what is on the website.



To: vegetarian who wrote (125070)1/16/2001 5:41:12 PM
From: Archie Meeties  Read Replies (2) | Respond to of 186894
 
They are trying not to violate FD. But the wording of the pr sets the stage for them to say something by saying nothing.

Analyst: "You said you might meet with us, so here we are. Do you stick to your initial guidance?"
INTC:"We can't say unless we tell everybody, fair disclosure and all."
Analyst: "OK, so you're going to make the numbers, right?"
INTC: "Don't press me on this, you bastard, or I'll have to do a pr."
Analyst: (smile) "Thanks, we're glad you're so forthcoming. Drop by our place for some brandy next time you feeling so tight lipped."

Or, looked at it from jpq's side.

JPQ "What do you think about INTC's q?"
CNBC..."So and So analyst just met with INTC and they didn't change their initial guidance. And the 2nd half should be *fantastic*"

I'm not saying that this is what INTC will do, but they've gone out of their way to make this a possibility.