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opnion

07/15/03 11:22 PM

#130652 RE: Sherlock356 #130651

Shame on you casting doubt on ML............and their intentions gggggg.Sounds like we buy puts if tomorrow is a bright sunny green day in the storage space.
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Zeev Hed

07/15/03 11:26 PM

#130654 RE: Sherlock356 #130651

Does INTC correct their numbers post facto? When I go to Yahoo Financials to the balance sheet I find the last quarter receivable in excess of $4 B but in the current report for the same first Q 2003 it is only some $2.9 B, there is also a difference of $100 MM between the Yahoo financials cash flow statement on depreciation for the same quarter...strange. Of course, if INTC had to amortize the $4 B in goodwill (instead of the "voluntary" $84 MM in amortization), the picture is not as rosy. No note anywhere in the financial press that this quarter was not as good as the last one in net revenues despite (about $20 MM short of last Q) despite the fact that the top line was about $65 MM higher.... Well, not a bad report after all.