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Technology Stocks : Intel Corporation (INTC)

INTC 37.81

-4.3%

Dec 12 9:30 AM EST

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To: Road Walker who wrote (164013)	4/16/2002 8:16:13 PM
From: ptanner	of 186894

John, re: "I thought the improved performance of "other" was too good to be true. Accounting or not, I'll take it." Actually it has always been better than it was presented due to the bundling of all goodwill and acquisition amortization in this operating segment. So, consider the improved performance to have always been there. <g> The top line (revenue) for this segment is probably more important to observe and it is still a very small value. Intel should restate its prior reported values consistent with the new standard which will allow for a clearer presentation of this segment. However, the current earnings release still seems to use the old values. If you download the spreadsheet from Intel it provides the values in two separate entries (only one of which has "disappeared") and then see how revenue/income for this segment has changed. While there might be big changes on a percentage basis, they are trivial for the current overall financial position. -PT EDIT: Despite the "other" segment being of minor significance I got curious and determined the values for the net loss of this segment after eliminating both Goodwill and Acquisition costs. Note - the current quarter still includes the acquisition costs. The segment has done better of late... revenue and net loss for the quarters in which Intel has provided the data: 3Q00 - $77 / ($321) 4Q00 - $108 / ($404) 1Q01 - $74 / ($267) 2Q01 - $62 / ($242) 3Q01 - $63 / ($53) 4Q01 - $82 / ($106) 1Q02 - $36 / ($158) What real products are in this segment or is it just an accounting category for costs not readily or appropriately allocated to other segments? Since there is some revenue... there must be some product as it isn't interest (presently about the same value per quarter but previously much higher).

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