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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Amy J who wrote (84888)	1/4/2000 12:13:00 PM
From: tejek	Read Replies (1) \| Respond to of 1573690

RE: "Clearly your DD is very detailed." Only when I apply it, which isn't always the case, nor as often as I'd like. Good to hear since mine is not nearly as detailed and I was getting a little paranoid. RE: "what accounts for Intel's sluggish revenue growth since 1996?" If your question is from the perspective of acquisitions, then, acquisitions add to the revenue. Incidentally, Intel's decrease in revenue occurred in Q1 of 1998; in 1997 the semiconductor recession started: 12/27/97 03/28/98 6507.0 6001.0 My initial perception is Intel was impacted by the semiconductor recession which started in 1997. To me revenue growth would be the ultimate indication that my acquisition program is successful. Following that line of thinking, I consider CSCO to have a very successful acquisition program. As for Intel the acquisitions do not seem to have made an impact and revenue growth has been sluggish since 1996: 1996: 20% 1997: 5% 1998: 8% 1999(year to date): 9% Recognizing that 1997 was the year of the semi recession, there doesn't seem to be any real Intel recovery to 1996 levels. If the acquisition program is adding to the bottom line, the amts appear to be minuscule. And this is after billions have been spent to acquire. Having said that, Kash may have overstated the problem by stating that the acquisitions program is poor but not by much. The acquisitions do not seem to be benefiting Intel where it needs it most....its bottom line. I mention all this only because this whole issue seems to get swept under the proverbial carpet over at the Intc thread. I would think that this would be of great importance to Intel longs. Just my comments on the issue. ted