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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (90158)	10/15/1999 4:54:00 AM
From: Amy J	Read Replies (3) \| Respond to of 186894

RE: (my comment) not a single VP from Intel's Network group spoke - it was as if Networks ...do not even exist at Intel." and (your comment) "Intel's typical Earnings Conference Call LineUp is Andy Bryant, Paul Otellini and maybe one other spokesperson." Intel does not give the Analysts a free shot at their (Intel's) management and Bryant & Otellini have shown themselves to be very adept at answering questions with non-answers when necessary - as well as hiding ALL the internals of Intel's operations." ----------------------------------------------------------- Hi Paul, In light of the recent acquisitions, I think it's a good time for Intel to change this stand and invite a Network Analyst to the CC (I'm assuming there wasn't one.) As an investor, I'd like to start seeing some questions get asked and answered on this business segment during the calls. Not a single semi-analyst poked around the network communication business during the CC, other than asking about "these acquisitions." I believe there were some good questions they may have possibly missed asking and I would have valued the opportunity to have been reassured on several things regarding this area of the business, particularly as it relates to the long-term. The CC was essentially focused on the details and specifics of the semi-business. If Intel continues gobbling up network communication companies (which I think they should when it makes sense), these continual "one-time" acquisition costs and this area of Intel's business would be relevant for coverage during a quarterly CC. How could they not be? Amy J