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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 203.14-0.8%Jan 9 9:30 AM EST
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To: Ali Chen who wrote (48145)7/17/2001 8:29:57 PM
From: Road WalkerRead Replies (2) of 275872
 
Ali,

re: I have a theory which I communicated to you last
quarter. The theory is that Intel writes off some expenses
of microprocessor operations into other, less popular
businesses, to make Intel investors like yourself
to continue to think that the "core" business is
still healthy.

I doubt that that's the case. Intel is judged on it's final bottom line numbers. From the perspective of the average investor, or average analyst for that matter, it doesn't seem to matter which bucket the profits or revenue come from. I don't see the motivation.

From this investors standpoint, it's disgusting the money they are throwing away on the other businesses.

John
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