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07/05/06 4:20 PM

#29987 RE: Tenchu #29981

Re: Besides, we all know that estimating earnings is never an exact science. Even if Intel beats estimates by a penny or two, the stock will take a beating because Intel won't be perceived as a "growth" company anymore.

Based on the current value of the stock, it seems that Intel has not only lost their "growth" status, but they are also being perceived as a company about to lose their volumes to a competitor, while losing their margins to a price war.

I think as Conroe ramps, people will see that the latter two threats are not that intimidating. As far as "growth" goes, however, I wonder if Intel will ever be able to beat that stigma. After all, Intel grew pretty well the last few years, but the stock was never rewarded for it.