Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: Fred Fahmy who wrote (60795)	7/19/1998 11:46:00 AM
From: Glenn D. Rudolph	Read Replies (1) \| Respond to of 186894

INTC: PRUDENTIAL SEC. decreased estimate for fiscal year ending 12/98 from $3.19 to $3.07 on 07/15/98 INTC: PRUDENTIAL SEC. decreased estimate for fiscal year ending 12/99 from $4.40 to $4.15 on 07/15/98 INTC: PRUDENTIAL SEC. decreased estimate for quarter ending 09/98 from $0.78 to $0.72 on 07/15/98 INTC: PRUDENTIAL SEC. decreased estimate for quarter ending 12/98 from $0.95 to $0.88 on 07/15/98

To: Fred Fahmy who wrote (60795)	7/19/1998 3:08:00 PM
From: gnuman	Read Replies (1) \| Respond to of 186894

Fred Fahmy, re: <Are you suggesting that this information was not factored into the guidance Intel management provided just a few days ago?> The discussion wasn't about "Intel guidance", but since you bring it up. Nine month's ago when the consensus estimates were Q1'98 = $1.00 and Q2'98 = $1.05, I don't remember any guidance that this was way too high? Considering actuals were $0.81 and $0.66 respectively, (a miss of $0.63 for the half from those forecasts), was this obvious and did Intel warn? And back then the consensus for FY'98 was $4.73, think there's any chance? Seem's like all the warning happens rather insidiously over time and comes from the analysts as they periodically lower or raise consensus estimates. Now is there some way for an investor to look out three to four quarters with some small amount of intelligence? That's basically the reasons for the questions I ask about pricing, product mix and market share.