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

To: Tony Viola who wrote (113768)	10/16/2000 1:59:38 PM
From: Road Walker	Respond to of 186894

Tony, re: "As a long term buy and hold type, it really is getting sickening." The only way to fight the PC stereotype is for the company to be open with information when they report earnings. If they breakout the growth in notebooks, servers, and the new businesses, it would help the analysts and the investors evaluate the company. They would probably have to break down earnings by business group, and that might not be pleasant information to hear. But it could go a long way towards keeping them honest in each of their new businesses, if they are not going to make a profit in the foreseeable future, admit the mistake and then cut the losses. At least the shareholders wouldn't be in the dark. John

To: Tony Viola who wrote (113768)	10/17/2000 2:55:03 PM
From: The Phoenix	Respond to of 186894

I think the fact that 80% of the revenues continue to come from Otellini's organization is the issue. This number hasn't changed - regardless of whether were talking desktop or laptop or server. This number and the growth associated with it get's lumped into a term called "PC's" - right or wrong. Still it's the growth of that business that is being looked at.... And, more to the point the number is still 80% of the buisness. INTC is not executing well in communications or in their Online Services business.