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

To: Knighty Tin who wrote (43078)	1/12/1999 5:49:00 PM
From: Timothy Liu	Read Replies (1) \| Respond to of 132070

> The year is down 13% True enough. But Q to Q comparison is going up, now up 21%. And going up because last Q1,Q2 was very bad. > the margin is falling Not true. Compare to what? > burn cash at a mighty rate Stock repurchase will slow. Put warrant sales is a good indicator. > receivables and inventories I was looking at it too but no such hint (actually a drop in probably due to the on-line sales system). > le deluge We will get a hint from CPQ announcement, will we. Actually, did you catch the surge in Asia and Europe sales? Is that something you might have overlooked? Tim My 0.02$

To: Knighty Tin who wrote (43078)	1/12/1999 6:24:00 PM
From: NW Bronco Fan	Read Replies (3) \| Respond to of 132070

MB, "I expected big rises in receivables and inventories, but that didn't happen." I wonder if they offered any discounts to customers to speed up payments and lower DSO. Not much different than Compaq's factoring during their channel stuffing days to help reduce A/R. Cash discounts for early pay are recorded as expense, not revenue reduction. From their press release: ** Expenses during the quarter were up 16 percent from the third quarter, higher than the revised guidance Intel gave in November that spending was expected to be approximately 8 to 10 percent higher than the third quarter expenses. The higher than expected expenses in the fourth quarter are primarily attributable to incremental spending associated with revenue and profit dependent expenses and higher than expected utilization on the Intel Inside® program.