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

To: Darren who wrote (58616)	6/24/1998 7:48:00 AM
From: gnuman	Read Replies (2) \| Respond to of 186894

Darren, re :"Intel not warning". I think Intel silence indicates it is OK with the consensus estimate for Q2. The consensus for Q2 is $0.68. That is certainly down from $0.81 actual in Q1. As somebody pointed out on this thread, the analysts provided the defacto warning early in the quarter. I would hope Intel can beat the $0.68. Also, the consensus for FY'98 and FY'99 are down considerably over the past few months. FY'98 = $3.12 and FY'99 = $3.77. Both numbers are below FY'97 actuals. Also note that we are starting to see estimates for FY'00, with a couple analysts forecasting consensus $3.65. Again, below FY'97 actual. It's hard to imagine large share price growth with these numbers.

To: Darren who wrote (58616)	6/24/1998 10:08:00 AM
From: Time Traveler	Respond to of 186894

It is great that this stock moved $10 in 10 days. How did that happen? Only when Intel came out to speak up to the justice department. This is a good investor relations move. This is what I want to see many times over before the Street decides that silence is an admission of guilty. No, I am not kidding. The investor relations is very important for us investors. Look at Michael Dell. Look at AMD's recent run-up. Somebody started rumors about a buy-out and sky-rocket yields down at the fab. Only when the rumors turned out to be false, the stock went back down. A good company like Intel which is such profitable has all the things going for the investors. A few PA would boast the strength of the stock against these jealous analysts. Time Traveler