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

To: milo_morai who wrote (159097)	2/17/2002 10:59:58 PM
From: Tenchusatsu	Respond to of 186894

Milo, <I think this is a bad practice by hiding facts from investors of Intel.> AMD used to break out the units shipped by speed bins. They don't anymore. Why is that? And how about the time that AMD warned only a week before Q2 2001 earnings release? You're going to tell me that AMD's execs were that clueless not to know that they'll miss forecasts until a week before the release? Tenchusatsu

To: milo_morai who wrote (159097)	2/18/2002 1:01:41 AM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Milo, Re: "I think this is a bad practice by hiding facts from investors of Intel." There are pretty strict rules for what can and should be legally disclosed by corporations during the end-of-quarter review. Intel doesn't violate a thing, and other than that, they are under no obligation to disclose numbers that could leave them vulnerable. Given how clueless the analysts are, the more information they disclose, the more that can be used against them. Case and point would be the disclosure of capital expenditures. Last year, the analysts gave Intel a hard time for spending $7.5 billion in capex. Now, they are giving Intel a hard time for not spending enough. Intel is better off keeping some numbers to themselves. And what's ironic here is that AMD discloses a lot less than it used to, but that doesn't seem to bother you. It just shows what a fool you are. wbmw