Tuesday, January 15, 2008

I've Never Been so Interested in an Intel Earnings Report or Conference Call in my Life

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I really don't follow Intel (INTC) since its slower growth, somewhat cyclical tech but I will be very interested in what we hear today.

I think guidance could move the market - the stock action has been horrendous so one would think this is signaling something bad.... or it could "already be priced in".

Hopefully for the bull side we hear something along the lines of "business is strong, no slowdowns in Asia and Europe surprisingly strong, Vista cycle driving sales etc etc"

not

"First signs of slowdown in Asia blah blah"

IBM seemed to indicate things were still strong overseas so it would seem a bit surprising that Intel would say something completely different. But all it took last quarter was one seemingly innocent about "some slowdown" in financials buying Cisco (CSCO) product and the whole tech sector took a bath. Literally every phrase means something with a market so nervous.

The stock *is* up today... hmm....

Popcorn ready and waiting...


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