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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Diamond Jim who wrote (35746)	11/10/1998 5:46:00 PM
From: Greg Jung	Read Replies (2) \| Respond to of 132070

jb, where are you getting this -1.2 %? The revenue figures in the INTC SI profile show 3Q'98 about 10% over 3Q97, and a seasonal effect 4q/3q about as announced. There are many more stocks selling at higher multiples than Intel with lower consensus long-term growth rates. The controversy is with the growth predictability. Maybe 1Q99 it will be zero. (likely down from 4Q98 by some amount) but how do you get -1% from what I see? Greg

To: Diamond Jim who wrote (35746)	11/10/1998 6:32:00 PM
From: yard_man	Read Replies (3) \| Respond to of 132070

If you think through what was posted there, then, you will realize this for what it is: A continued effort by INTC management and analysts to manage expectations for the current quarter. And it's a game that is getting rather old if you ask me. Say revenues are going to be flat going into this quarter -- then, duh, wonder of wonders there is seasonality!

To: Diamond Jim who wrote (35746)	11/11/1998 10:25:00 AM
From: Knighty Tin	Read Replies (3) \| Respond to of 132070

Jim, Great example of the type of Xmas lies I've been talking about and how scam-a-rama cos. sucker in the truly stupid. Glad you put a <G> behind their flapdoodle to let us know you didn't believe this garbage. The best lies always have a grain of truth in them. What Intel's headlines should say is, "Giant monopoly to report a down year! Suckers buying the stock, anyway. Some mathematically challenged maroons think down earnings equal a 30 times pe ratio." Intel manipulated the great unwashed fairly cleverly this time. First, they issued a report that they expected the 4th quarter, their seasonally best, every year, to be flat with 3rd quarter. I hope even the suckers who buy the stock knew better than to fall for that one. Now, they can cover up the disastrous year by saying that, miracle of miracles, there will be a Xmas this year. <G> Admittedly, this sort of reasoning can only work with investors who are at Larva stage of development, but there must be plenty of them. I wonder if the people who fell for this story would fall for, "I have a dollar. Oh, no, I only have a dime. Surprise, surprise, my net worth went up because I have a quarter." Of course they would. Thanks, MB