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

To: L. Adam Latham who wrote (170636)9/5/2002 7:10:19 PM
From: Road Walker  Respond to of 186894
 
Adam, {burp}

Thanks for the notes.

re: - Manufacturing effeciency boosting margins

Nice news, I don't think that is fully prices in, a lot of skepticism.

re: - Planning on seasonal second half.

"Planning", not projecting. Better than the alternative.

re: - GM 51% +/- few points, both Q3 and full year (good news).

I agree that's the news. Niles guessed that margins could be down as much as 1%.

A better report than I expected given the recent news. And if Intel is doing (barely) OK, and PC sales are down, I wonder what's up with AMD?

Thanks again for the excellent notes.

John



To: L. Adam Latham who wrote (170636)9/5/2002 7:16:20 PM
From: Dan3  Read Replies (2) | Respond to of 186894
 
Re: It's looking like a several-hundred percent increase in Q3 GAAP earnings

...which is entirely due to the change in GAAP accounting rules that ends the requirement that Goodwill be written down - unless they've made that clear, Intel is really trying to pull a fast one.

Nonetheless, flat GAAP earnings are something to be proud of in the the current economic environment.


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