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Wednesday, 07/19/2006 4:57:10 PM

Wednesday, July 19, 2006 4:57:10 PM

Post# of 151707
It looks like analysts are expecting Intel to underperform even their lowered guidance:

http://biz.yahoo.com/rb/060719/intel_earns.html?.v=6

The revenue number is definitely a worry. The guidance -- with the midpoint of the range of $8.6 billion -- I think is more negative than what people were expecting," said Eric Ross, an analyst at ThinkEquity Partners.

"I think they are going to do worse than this. There is a pricing dynamic in the industry. AMD and Intel are in a price war. Intel is probably going to underperform these numbers," Ross said.

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