Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: L. Adam Latham who wrote (170635)	9/5/2002 5:59:38 PM
From: L. Adam Latham	Read Replies (2) \| Respond to of 186894

All: More on update: - Q3 chip shipment volume expected be to up vs. Q2. - No guidance on market share for Q3. - Planning on seasonal second half. - Modification of flash guidance - in-line with expections, but up from Q2. - Trading at ~$15.80 after end of call. Overall I think the news is the reiteration of the 51% +/- few points GM for Q3 and full-year. There has been a lot of analyst babble lately saying 51% +/- was too aggressive, but the call was pretty clear on the issue. It's looking like a several-hundred percent increase in Q3 GAAP earnings vs. a year ago, IMO. Adam