SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: Maverick who wrote (17483)11/2/2000 10:05:30 PM
From: Charles RRespond to of 275872
 
Maverick,

<ML:Negative on INTC's Comm biz; dispels its myth
Message 14716538 >

Osha got a lot of things right - especially about the comms business being a grab bag but his comments about Intel not being able to grow at 50% assume that the growth is internal. If these businesses grow at 20-30% and Intel buys companies that make up for the remaining revenues, Intel's growth targets would be met! When a company is generating cash at the level Intel does, financing these acquisitions is easy.

Chuck