Intel Corporation (INTC) Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : Intel Corporation (INTC)

INTC 41.97

-4.1%

10:55 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Joseph Pareti who wrote (125194)	1/17/2001 8:53:47 AM
From: Road Walker	Read Replies (2) of 186894

Joseph, Other sequentially went from 19.4% of revenues to 21.3% of revenues. Other's sequential loss went from 36.9% of other's revenue to 40% of other's revenue. The effect of other's loss of $741 million is about 10 cents per share this quarter, say 40 cents a share annualized. At 20 times earnings, that's eight bucks, or about 20%-25% of Intel's stock price (depending on if you are looking at gross or net %). I admit this is a simple analysis, if Intel revenues were declining, as they would be with IAG alone, would that lower the PE? The point I'm trying to make is that "other" is a very, very important part of the value of Intel as a company. An argument could be made that it is the most important, because it is the most significant variable. What are Intel's real IAG gross margins, without the drag of "other"? John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next