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To: Diamond Jim who wrote (56947)6/3/1998 8:20:00 PM
From: Fred Fahmy  Read Replies (2) | Respond to of 186894
 
You're right about "at this point" but keep in mind that there are only 19 business days left in the quarter. My guess is that at this point they have a fairly good idea of where earnings are going to come in. In other words, they probably are on track so far this quarter.

FF



To: Diamond Jim who wrote (56947)6/3/1998 9:18:00 PM
From: Roger Smith  Respond to of 186894
 
You are right about that. This is very confusing. It can change tomorrow and they could announce a shortfall.

I very clearly remember this about Bay Networks when Andy Ludwig was CEO. He would come on TV and say that we could grow 35%. What he meant by "we" was networking gear market and not Bay Network.

If Intel does the same it would hurt their credibility dramatically.


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