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To: JRI who wrote (57843)	4/14/1999 11:46:00 AM
From: Windseye	Read Replies (1) \| Respond to of 97611

John, DO you mean that you would like to have them (analysts, pundits) BRACKET their personal biases, predilictions, and beliefs BEFORE making their pronouncements? (g) I like it well enough... let them first disclose their investment holdings... their track record (after all we DO listen to Buffet and Lynch more than goldbugs) and THEN give us their weltenshauung (world view?) re companies AND their relationship with empoloyees, relatives, etc. After all we NEED to subtract all the beserk influences and add in all the underestimated positive values! Doug

To: JRI who wrote (57843)	4/14/1999 3:08:00 PM
From: Loki	Read Replies (2) \| Respond to of 97611

john rosser....Just came in, sitting pool side, in the sunshine reading the INTC report, that I just arrived. My eyes aren't adjusted to indoor.....the NASDQ down 48?!!!!! Very Impressive Annual Report..... 1. When analyst (Niles) make estimates for INTC they do not anticipate that there business model remains static. If that is so how can he remove .02 from the estimate which was derived from a transition in their business model. Instead INTC should be given credit for the .02. 2. Earnings are use by good management to grow the corporations in which investors have a stake. R & D is also used for this purpose and could be added to the INTC earnings value. (INTC R&D in 1998 over $2.5 Bil!) 3. Q1 - Q2 rev comparison (in bil $'s) Q1 97 - $6.448 Q2 97 - $5.960 Q1 98 - $6.001 Q2 98 - $5.927 Q1 99 - $7.100 Q2 99 - $?.??? Just to balance the argument. Loki