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: Mitchell Ryan who wrote (78878)	4/13/1999 5:57:00 PM
From: yard_man	Read Replies (1) \| Respond to of 186894

Very good point -- but it will be lost on most here. Anybody seen a growth stock around here? <VBG>

To: Mitchell Ryan who wrote (78878)	4/13/1999 6:00:00 PM
From: Monty Lenard	Respond to of 186894

Same thing I calced using a spreadsheet. Take those numbers I posted and do some averaging. I think they may have done some channel stuffing last qtr as did CPQ. Now they have to make up for in over the next couple of qtrs otherwise their books won't balance. <g> The problem with that is the sales better not fall off too much otherwise they end up warning next qtr. BWDIK Check their inventory levels also. But who knows...by tomorrow morning the gurus may have turned this into the most positive report ever released. Monty

To: Mitchell Ryan who wrote (78878)	4/13/1999 6:00:00 PM
From: Timothy Liu	Read Replies (1) \| Respond to of 186894

As we have learned for a long time, you can pick a time range to support any argument: For example if you pick 3 years: Mar-99 $7,100,000,000.00 $0.57 Mar-96 $4,644,000,000.00 $0.26 Revenue up 53% and Earning up 120% Tim JMHO

To: Mitchell Ryan who wrote (78878)	4/13/1999 6:57:00 PM
From: Earlie	Read Replies (1) \| Respond to of 186894

MR: I find it interesting that no members of the thread have seen fit to provide some insight on Intel's internal rate of growth by factoring out the recent acquisitions. The revs, already weak, look worse when this is done. Also, I note that investments are down while the cash is up. Any comments from the thread? Were any investments hived off? Did any of the resulting cash ooze to the bottom line? The items that were missing from the cash flow were as interesting as those that were present. Best, Earlie