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Technology Stocks : Semi Equipment Analysis -- Ignore unavailable to you. Want to Upgrade?


To: BWAC who wrote (10613)7/16/2003 1:59:18 PM
From: Donald Wennerstrom  Read Replies (1) | Respond to of 95487
 
I decided to post the Briefing.com report on INTC because I thought it was a good summary of INTC's quarterly results and forward looking guidance.

Your post highlights one of the issues going forward. I think there are more issues within that report as well. I think INTC did an exceptional job in putting their "best face forward" to the public in their report.

Don



To: BWAC who wrote (10613)7/16/2003 2:56:21 PM
From: Kirk ©  Read Replies (1) | Respond to of 95487
 
By the way you should note that Q1 to Q2 sales increased but profit went down. So given that, gross margin could be seen merely returning to Q1 levels. Hardly the great "expansion" headline material.

Do you care to comment on the increase in cash position?