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 48.26

-0.7%

Feb 5 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: Saturn V who wrote (134600)	5/10/2001 9:46:32 PM
From: Road Walker	Read Replies (2) of 186894

Saturn, re: Intel "other" re: "Until a quarter ago communication was close to break-even." Last years results (operating profit) for other: 4Q00 - Rev 1.841B - Loss - 657M 3Q00 - Rev 1.693B - Loss - 600M 2Q00 - Rev 1.541B - Loss - 676M 1Q00 - Rev 1.412B - Loss - 458M And 1Q01 Rev - 1.544B - Loss - 1.041B I don't see a lot of reason for optimism in the sequence. re: "The big losses are probably due to Internet Services. Intel set up the Internet Service Centers, a la Exodus, just as the Dot Coms imploded and the demand for web hosting vaporized." Hopefully Intel couldn't manage to lose $3.432 Billion on Internet services over the last five quarters. re: "This is probably the worst time for Communications and Internet services. Even before the free fall of the last three months, the entire communication sector has been a confused mess. The combination of too many fast changing technologies,the high cost of implementing new infrastructure, and the constraints of existing infrastructure does not allow a clear cut strategy. There are so many attractive niches that hundreds of new communication companies have been funded." All good arguments for a company not to invest in a sector. re: "The bottom line is that this is way too early to pass judgement on the attempt to diversify into communications." Maybe you are right. I remember thinking it was too early to pass judgement on JM Armstrong when he invested in cable companies a couple of years ago (albeit with debt not cash). The company has spent over $10B on communications companies, and the only thing shareholders have to show for it is the disappearance of $3.4B of IAG profits, and a stock price that doesn't reflect the huge value of the core business. Maybe I am getting concerned too early. Maybe when I posted the same concerns two quarters ago I was way too early. I don't know, and I'm wondering how low the stock price will go before I make up my mind. John

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next