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

To: Amy J who wrote (114449)	10/18/2000 9:23:20 PM
From: John Hull	Respond to of 186894

Amy, I get nervous about repeating analyst work. Its all out there on the web. Go check Yahoo for earnings estimates and extrapolate growth as a simple estimate. sorry I can't pass along more data. jh

To: Amy J who wrote (114449)	10/19/2000 11:54:29 AM
From: Road Walker	Read Replies (3) \| Respond to of 186894

Amy, I was just going through some interesting numbers in the earnings report. For 1999, non-IAG revenue was 12 1/2% of total revenues; Q3 '01 it was 19% of revenues. Non-IAG lost $600Million in Q3, without the loss operating earnings would have been 17% higher. Losses as a percent of revenue have been declining for non-IAG segments, but are still substantial. I believe flash is outside of IAG, it's growing very fast, and I assume it is profitable, so that may be a part of why non-IAG is losing less. _________________________ I understand that Intel needs to invest in new businesses, and I support that. But I hope Intel has a regular review process to determine the longer term viability / profitability of each of the business segments. It's my guess that a few of the segments account for a large percentage of the losses. I hope the stockholders are not supporting some "pet projects" that may never contribute to the bottom line. John