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Technology Stocks : Intel Corporation (INTC)
INTC 46.95-2.8%3:59 PM EST
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To: John Hull who wrote (126260)1/30/2001 1:29:42 PM
From: Road Walker  Read Replies (1) of 186894
 
John,

Thanks for the response.

re: "To some extent you should have faith in Intel management's ability to guide these businesses."

When you invest in any company, you are ultimately making a bet on their management. But in most cases you have a decent portion of the information needed to benchmark their success. Intel's "other" is like a black hole, profits from IAG and Intel Capital go in, and no information comes out. And the results from "other" have had an increasingly important impact on Intel's valuation in the last year.

My guess is that Intel investor's will have faith in management until "other" is about a third of revenue, in another year, maybe two. If we're on the same track, the patience may wear thin.

John
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