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

To: Road Walker who wrote (114526)	10/19/2000 1:28:00 PM
From: greg s	Read Replies (1) \| Respond to of 186894

Hi John, re: numbers in the earnings report You are correct that these numbers are interesting and investors and Intel need to keep track of how these investments are doing. However keep in mind that these are, first and foremost, strategic investments. The first metric is how do these investments further Intel's goals of enriching the computing experience (requiring more processing power) and growth into new areas such as servers, networking, communications, etc. The second metric (still important) is short-term contribution to the bottom line. Greg

To: Road Walker who wrote (114526)	10/19/2000 1:32:31 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

John, I actually heard someone recommending the semiconductor sector last night, on Nightly Business Report. The one stock he mentioned was Intel. Article called "Market Mayhem-The Tech Prospective" on NBR's site: nbr.com The guy was on with Gail Dudack, the permabear that was shown the exit from Wall Street Week last year. She still is. Interview with her at: "A Wall Street Bear's Sell Off Fever Survival Guide" This lady's been a bear all through the "greatest bull market of all time", or at least since 1995 or so. I wonder what causes that. Must be genetic. Tony

To: Road Walker who wrote (114526)	10/19/2000 10:35:26 PM
From: Gordon Hodgson	Read Replies (1) \| Respond to of 186894

John- Re: Non IAG profitability I just went back to the conference call and near the end at minute 51:30 a question by David Wong of Payne Webber asked about when profitability of the non-microprocessor units would happen... and Paul or Andy answered at minute 52:25 something like if they don't get profitable "we take action to make them get their or make them go away." Here's the link below. In real player you can hit Ctrl + right or left arrow to zero in on the spot you want or replay something, like what Wong was asking. I had to rewind his question more than once to hear what he was asking. Gordon nasdaq.com