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Technology Stocks : Intel Corporation (INTC)

INTC 36.66

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3:59 PM EST

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To: Paul Engel who wrote (146421)	10/31/2001 5:09:33 PM
From: Road Walker	Read Replies (1) of 186894

Paul, re: But the outcome seems to be what you wanted. It looks like they are getting there. I wonder what you do about the server farms, assuming they are losing money. You don't want to P off a lot of large companies by abandoning their web hosting. And there are decent size investments in buildings and equipment. It would be an awkward business to exit. But I guess you have to give Intel some time on the communications and wireless end. When (if?) we come out the other side of this recession, Intel could be a big winner, or a big loser. I hope they get aggressive with their cuts. When you look at their acquisitions, certainly many have not lived up to expectations. At least Mr. Barrett is now acting like it is real money that he is playing with. John

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