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

To: Karin who wrote (53714)	4/17/1998 12:09:00 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

karin, >>>I know Intel always understates their earnings estimates. . . .I think it is a good idea and I like it better conservative than too optimistic.<<< I fully agree with you. That is one of the reasons I have invested in Intel. I have difficulties investing in companies where the management overtly or overly hype their product, finances, and outlook. I have the feeling I could believe Intel management and more often than not they will surprise me on the upside. That is one reason why I try to find out as much about management's personalities as possible - and from what I see, Craig Barrett is the kind of person I could put my trust in. Intel has managed their finances, executed their business plan, and established a strategic vision as well as you could possibly expect from anybody. OTH, how they allowed someone like Tom Kurlak to establish a reputation for knowing Intel's business better than Intel themselves is mindboggling. We are at point where even the suggestion of a rumor concerning Kurlaks thoughts trigger instant reversals of sentiment against Intel's future prospects. We are at a point where vast fortunes can be made just by following Kurlaks advice. Most of Kurlaks followers don't really care how he arrives at his conclusion, or whether they have any validity at all. Kurlaks advice, thoughts, and estimates are taking on self fulfilling prohecy proportions. If I were really smart - I would just capitulate. Or why fight the tape - as the old timers would like to say. But, somehow, I don't trust Kurlak. I think he is basically out for himself first, his company second, and his companies customers third - and their interests may diverge frequently and sharply. Truth and SEC regs are only constructs that have to be pushed to their limit and beyond - if you can get away with it. Basically, I'm not comfortable capitulating to this - if what I believe is true. Thanks for allowing me to let off some steam. Best regards, Mary Cluney