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

To: Amy J who wrote (137611)	6/19/2001 2:05:15 PM
From: Jeff Jordan	Respond to of 186894

Thx Amy, I don't get it? I saw that post.....seems like a buying opportunity?...I hear CNBC talking about it now...

To: Amy J who wrote (137611)	6/19/2001 6:00:09 PM
From: tcmay	Read Replies (1) \| Respond to of 186894

Getting around SEC "uniform disclosure" rules? A suspicious person might think that the "calling around to analysts and asking for financial models" is a way to tip-off the analysts to alert their clients. In the old days, companies just alerted their friendliest analysts. But under the new SEC rules, in place for a few months now, every Tom, Dick, and Harry has to have some access. In practice, this means a full-blown media event, so that CNBC, CNN-FN, and the newspapers, press, etc., can cover it. So how does a company tip-off their friendliest analysts without violating the SEC rules? "Um, could you fax us your financial models you are using to get the current recommendation and estimated EPS?" (Translation?: "We have some adjustments about to happen, but we are not yet ready to hold a press conference. Do with this "request for details of your model" what you need to do."?) Just a theory. My theory. It's a free country...sort of. --Tim the Suspicious

To: Amy J who wrote (137611)	6/19/2001 7:14:42 PM
From: AK2004	Read Replies (4) \| Respond to of 186894

Amy I think you missed Osha's (ML) remarks. He said that amd would sell 1 mill processors less than expected. That was the bad news for amd. The bad news for intel is that amd is gaining market share which implies that the effect on intel is worse than 1/7 of intel's unit volume. To make thing worse it seems that intel is stuffing the channels so it is buying current earnings at the expense of the future - not a good strategy for shareholders but management would get their bonuses. Regards -Albert