To: Road Walker who wrote (125200 ) 1/17/2001 10:58:18 AM From: Amy J Read Replies (1) | Respond to Hi John, RE: "Other sequentially went from 19.4% of revenues to 21.3% of revenues. Other's sequential loss went from 36.9% of other's revenue to 40% of other's revenue. The effect of other's loss of $741 million is about 10 cents per share this quarter, say 40 cents a share annualized. At 20 times earnings, that's eight bucks, or about 20%-25% of Intel's stock price (depending on if you are looking at gross or net %). ...The point I'm trying to make is that "other" is a very, very important part of the value of Intel as a company. An argument could be made that it is the most important, because it is the most significant variable."
