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Technology Stocks : Micron Only Forum
MU 362.75+7.8%Jan 16 9:30 AM EST

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To: DJBEINO who wrote (50323)1/16/2000 2:42:00 PM
From: John Graybill  Read Replies (2) of 53903
 
Very timely, exactly zero business days before the Shareholders' Meeting. Nothing suspicious there.

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Been reading a lot on Intel's "great earnings". Here's a skeptical (what else would I post) view:

smartmoney.com

A few points to ponder:

"Ragsdale notes that the income Intel realizes from its hefty portfolio of investments isn't anything new. Still, he admits it's the first time the gain has added enough to the bottom line that people have really had to think about it."

I wonder what they were selling this time, eh? It would have to be a pretty big gain to make a difference to the bottom line. Something that has run up a lot, doubled perhaps? Something they had a lot of?

Or maybe it's strategic: an investment to "further a relationship" by developing a super-duper new product didn't work out as intended?

Sure would be nice for somebody to ask that at the Shareholders' Meeting.

It would also be nice to find out if the bond-holders got paid on January 1, or if they are in technical default, or what. Anybody know?
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