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

To: John Hull who wrote (41490)	12/4/1997 8:59:00 PM
From: Jay	Read Replies (1) \| Respond to of 186894

John Re "Don't let the short-term stuff drive you crazy - if it does, then technology stock investing might not be for you." John, pardon me for jumping in - and thank you for taking the time to reply. My concern is that there is right now a very real risk of the CPU business going the way of the disk drive business and not the short-term fluctuations in the stock price. As a small investor I have to worry a lot if the company can compete in a disk-drive like cut-throat environment. I know there is no competition right now at the high end, but that could come just as easily as it has in the low end. Thank you JB

To: John Hull who wrote (41490)	12/4/1997 9:00:00 PM
From: W. Clinton Terry	Read Replies (2) \| Respond to of 186894

John: In think I have some understanding of how difficult the job of dealing with analysts is; moreover, I am sure you do the most professional job of presenting available information to analysts and institutions. Your willingness to converse on the thread is testament to that and is, in my opinion, a credit to yourself and Intel. However, the message I get from some of the recent posts, is that Intel might be doing a better job of public relations, not only of providing objective information, but of getting out in the public and creating a great public image. Look at Mike Dell for instance. How many times have I seen him on TV singing his single tune .. we are doing great and we will be doing better. And he has that great grin which seems to tell me that he knows something that he cannot tell, but that life is wonderful. On another point concerning earnings. I do not understand fully how this works. But as a corporation, I would simply tell everyone, including the analysts what your earnings are expected to be. Why leave it up to the guessers (the analysts). If they want to have different estimates, then let them, but be very public and very vocal about what YOU think the estimates are going to be. You would of course have to do this carefully and conservatively. I am really befuddled why such a great company as Intel allows people so far removed from your operations to be telling the world what to expect, when the company would be in such a better position to do so. This is of course my opinion and I am sure that there are issues and concerns that stand in the way of your doing what I suggest, perhaps legal considerations. In any event, I cannot think of any better way to put people like TK out of business. Why even be concerned about trying to manage them when you could be managing your own image. Clinton

To: John Hull who wrote (41490)	12/4/1997 10:01:00 PM
From: Jim McMannis	Respond to of 186894

Actually, Intel does an incredibly good job of managing Wall Street. It's the Analysts that are the problem. They are always chomping at the bit to downgrade. Jim

To: John Hull who wrote (41490)	12/4/1997 10:15:00 PM
From: bernard spinner	Respond to of 186894

Thanks John! Bernie Spinner

To: John Hull who wrote (41490)	1/14/1998 12:05:00 AM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Mr. John Hull, >>>. We have responded to the "Wall Street Analysts" like TK from time to time, but have found it to have mixed results.<<< What is going on here? Do they really get paid for this: biz.yahoo.com Intel reports slightly higher-than-expected earnings By Therese Poletti What is it that you guys do that allow people like Gumport to comment with such impunity or disingenuousness? ''I think people will express disappointment in the manner in which they got to the number,'' said Michael Gumport, a Lehman Brothers analyst. I don't see analysts getting away with this type of behavior with any other company (i.e., GE, KO, G, MSFT, .... ). but analysts said they expect the stock to fall amid an expected slew of estimate cuts on Wall Street on Wednesday. Things are really out of control! Respectfully, Mary Cluney

To: John Hull who wrote (41490)	1/14/1998 12:26:00 AM
From: Dwight E. Karlsen	Read Replies (3) \| Respond to of 186894

Mr. Hull: In the same article which Mary quoted from, it states: biz.yahoo.com ''The results were basically what I was looking for if you net out all the extraneous items,'' said Dan Niles, a BancAmerica Robertson Stephens analyst. ''The gross margin guidance was definitely a surprise. Saying it was going to 55 percent (of revenues) next year, that was a shock.'' -------- My question: Did the IR team or did they not tell analysts at the last conference call of Oct 14, 1997 about the expectations of gross margins in % terms trending lower toward 55%? Is this in fact "new news" today, as the reporter indicates? I listened to the last qtr CC of Oct 14th, and I recall that Intel did in fact state that margins in % terms would be trending down to 55%, correct? I also recall that Dan Niles was present at the CC on Oct 14th, although I could be mistaken. DK