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

To: Jacktoad who wrote (50618)3/8/1999 3:40:00 PM
From: Eggolas Moria  Read Replies (1) | Respond to of 132070
 
How does Intel recognize revenues vs. CPU or DELL? Therein lies the focus of this debate I suspect.

INTC maintains that Q1 sales will be "seasonably" down sequentially from Q4. One must wonder when that seasonality began?

1Q98 $6.001B
4Q97 $6.507B

1Q97 $6.448B
4Q96 $6.440B

1Q96 $4.644B
4Q95 $4.580B

1Q95 $3.557B
4Q94 $3.228B

1Q94 $2.660B
4Q93 $2.389B

Query: How many data points determine "seasonably?" What is going on here and is it relevant to short, medium and long-term investors?




To: Jacktoad who wrote (50618)3/8/1999 5:30:00 PM
From: Knighty Tin  Read Replies (1) | Respond to of 132070
 
JT, that would be good news if Intel had any credibility whatsoever. The old "ahead of plan" scam is a time-honored one. Since nobody knows what your plan is, you can always claim you are ahead of it. In fact, Compaq was claiming to be ahead of plan right up until its recent preannouncement. Rambus looks like dead meat.

Best,

MB


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