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To: shane forbes who wrote (19275)	7/14/1999 3:03:00 PM
From: shane forbes	Respond to of 25814

OK - Osha asked the question about segment reporting to which Intel answered that the first segment - the Architecture Group - 'moves at different growth rates' while the second segment - the Other Group - had 'accounting consolidations and accounting adjustments'. In fact they said that the 500 million growth in the 2nd segment is really due to growth in the first segment... which is kinda funny... This means that they were roughly still '400 million' short in the Architecture group - add -900 the drop in Architecture Group to the 500 million in the Other Group. This means they dropped 7% sequentially which is not bad but still they messed up their Q1 forecasts when they indicated they would be at 7.1 billion. Finally Intel trades up when new designs are announced - this has happened since 1994 since the newer chips = better profits. There are plenty of questions about the operating segments...

To: shane forbes who wrote (19275)	7/14/1999 3:06:00 PM
From: sea_biscuit	Read Replies (1) \| Respond to of 25814

Are you saying that INTC will not be a good investment in the future, near-term or long-term ? Even I am inclined to think that way. When there are too many people saying that something is a "sure thing", you can be sure that it won't be all that wonderful in the future! I mean, at a dinner table with, say eight people, I can bet that 6 or 7 or even all 8 of them would think that one "can't go wrong" with stocks like INTC, MSFT, CSCO, WCOM etc. My own feeling is that whenever there is such a cheery consensus as that, the stocks will almost invariably prove to be poor investments going forward. I for one wouldn't be at all surprised if more than two of the above 4 stocks under-performs the S&P 500 over the next 10 years...