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To: Haim R. Branisteanu who wrote (4422)	7/18/2000 9:20:27 PM
From: Les H	Read Replies (1) \| Respond to of 436258

Have to wonder if the Saudi oil decision was linked to the US bankrolling the Palestinian deal which appears to have fallen apart moneynet.com@NEWS-P2&HEADNEWS=TRUE

To: Haim R. Branisteanu who wrote (4422)	7/18/2000 9:45:08 PM
From: UnBelievable	Respond to of 436258

All the more problematic since a significant portion of their compensation expense, that provided through stock options, is not reflected in the income statement.

To: Haim R. Branisteanu who wrote (4422)	7/18/2000 9:56:04 PM
From: chic_hearne	Read Replies (1) \| Respond to of 436258

Haim, much more of Intel's problems are a result of not dominating the high end where AMD is kicking their ass. Back in the day of the old Intel, the money came from the $1000 processors and the low end was sold at a loss to drive other competitors out of business. On March 8th AMD called Intel's bluff and released 1 Ghz and has been outselling Intel 12 to 1 with 1/6th the capacity for the last 4 months at that speed grade. 900 Mhz and above has AMD in the lead 3 to 1. Simply comparing the financial statements of AMD and Intel confirms that Intel's core business is hurting as AMD's financials keep looking better and better. Intel's operating profits were up $100 million in the core business, AMD's will be up over $500 million YoY when they report tomorrow. That's where the money is going. It's only going to get worse. It's getting real close to a good time to short this POS known as Intel.

To: Haim R. Branisteanu who wrote (4422)	7/18/2000 9:59:48 PM
From: pater tenebrarum	Read Replies (1) \| Respond to of 436258

they won't. it's not part of the good news spin scheduled for tomorrow's pre-open bla bla. Bob Bronson has btw. shown that productivity at the big cap hi tech cos. has been declining markedly for several years. he used only data from the cos. own annual reports to prove this point. the 'productivity miracle' is in many ways a phenomenon of statistics that are too clever by half in an attempt to explain away the biggest financial asset bubble of all time. i guess bubble boy would call me a 'cynic'.