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Technology Stocks : Intel Corporation (INTC)

INTC 42.49

-5.7%

3:59 PM EST

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To: Elmer who wrote (157630)	2/3/2002 12:13:23 PM
From: TGPTNDR	Read Replies (2) of 186894

Elmer, Re: <Are these numbers from the processor group only?> I didn't research the sources, I took them to be correct. <You know that Intel sells far more non-processors than processors.> In quantity, yes, but in $ terms no. IAG revenues are almost 6 times all other and without going back into history I'm just assuming that hasn't changed too much in the last two years.(Yeah, Yeah, I know flash is in the hopper.) What that number's (COGS/30M)saying(at least to me) is that on a constant basis it looks like inventory cost per processor has gone up by nearly 50% in the last two years. Where am I wrong on the question of processor production time? Can Intel really be trying to inventory NWs @ $300 as the poster stated? I'm not believing it! tgptndr I'll not be posting to responses to this post or my prior one as that might incite -- which is not my intent.

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