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

To: L. Adam Latham who wrote (165854)	6/6/2002 4:59:02 PM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

Adam, Re: "Using worse case guidance ($6.2B and 47% margin) gives EPS of $.06, and a best case ($6.5B and 51% margin) gives EPS of $.10." Don't forget the Intergraph settlement. That's another $200 million off the top, I believe. wbmw

To: L. Adam Latham who wrote (165854)	6/6/2002 5:08:53 PM
From: John F. Dowd	Read Replies (2) \| Respond to of 186894

LAL: That is about 7 to 5 cents shy of current mean estimates for the qrtr. and therefore reduces year to .63-.65 vs .52 last year vs. .52 Now that is an increase 12/52=~23% growth. Give them a a premium for being the leader and we might see 30x. which could see this POS down at 15 unless you can see your way to discounting out to '03. JFD

To: L. Adam Latham who wrote (165854)	6/6/2002 5:51:57 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

16:28 ET Intel Q2 EPS now looks closer to $0.11 (INTC) 27.00 -1.18: -- Update -- Using the midpoints of Intel's guidance ranges for various Q2 figures, a reasonable EPS estimate is $0.10-0.11 (figure barely rounds to $0.11), so look for the current consensus of $0.15 to come down to that area. Company still says it expects a seasonally stronger second half, though this isn't enough to appease the market; INTC is down to 24.58 after hours from its 27.00 close, putting the decline...