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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Petz who wrote (17461)	11/2/2000 8:45:37 PM
From: Road Walker	Read Replies (3) \| Respond to of 275872

John, re: "Yes, but they will have to continue to make acquisitions to meet that in '01." That's the plan, according to the Webcast. Also it's harder to grow 50% on a larger base of revenue. The biggest problem, in my opinion, is that Intel is losing money on that growing portion of their business. It's eating up the profits from IAG (and Intel Capital), total profits (and share price) would be significantly higher if it were not for "other". If they can't turn those segments to profitability, thing will get nasty in a year or two, as "other" grows to a larger portion of the total business. Right now I look at "other" as being about 60% risk and 40% potential. John