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

To: Road Walker who wrote (62442)	8/14/1998 3:15:00 AM
From: Joseph Pareti	Respond to of 186894

OT : Re deferred revenue >Or maybe it could be call > "more cooking the books" ><g>. Seriously, MSFT has their deferred >revenue account which allows >a lot of fudging in any >individual quarter, I'm not >sure but I don't think >Intel can do the same. 85%+ GM >and revenue that doesn't require >additional R&D cost (MSFT) >can do wonders for creative >accounting. If only Intel could copy it's chips >on CD's instead of silicon. I personally distrust any company employing accounting tricks that just blur reality. That's (one of the reasons ) why I fell out of love with 3com. That's also why I am NOT buying Cendant or Computer Associates at these prices.

To: Road Walker who wrote (62442)	8/14/1998 2:52:00 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

John, >>>It could be my prejudice, but it seems like other companies get away with more, maybe they have better relationships with the analysts, maybe they whisper changed expectations to the analysts as the quarter progresses. Intel always seems to drop an unexpected bomb with their news, which isn't too good for the analysts that are supposed to be "experts" and "in the know".<<< My sense is that with Craig Barrett at the helm, the atmosphere around Intel will be less Gothic but no less creative or driven. A temporary respite from Andy Grove's institutionalized paranoia could be very healthy and relations with outsiders should improve. My prediction is that valuations will also be healthier. Mary