Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 50.59

+4.9%

Feb 6 9:30 AM EST

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To: Dan3 who wrote (134737)	5/11/2001 10:26:34 PM
From: Road Walker	Read Replies (1) of 186894

Dan3 and Kap, You don't get it. Intel's microprocessor business is as profitable as it has ever been, probably more so on a unit by unit basis. Intel's problem is in their "other business", where they lost $1.041 billion last quarter. And that took their profit from IAG's $1.683 billion down to $642 million company wide. AMD isn't Intel's problem, and microprocessors are not Intel's problem. If Intel fails it is going to be because of a bad decision to enter the communications business. AMD has been missing so many deadlines that you guys think next week is some huge milestone. Intel has been performing very well recently, meeting projected ship dates. And the roadmap looks strong. Things have changed from a year ago, it looks to me that Intel has it's act together in IAG. So you can celebrate Intel's lack of profits, but don't pat yourselves on the back and think that AMD had anything to do with it. John

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