Silicon Investor (SI) -- The First Internet Community

STOCKTALK

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

To: maui_dude who wrote (126231)	1/29/2001 5:58:29 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

re:Intel’s Non-MPU Biz Stalls IMO, its impossible to determine if Intel has done a good job with their investments without understanding the strategic intent of each alliance. Just looking at aggregated financials such as revenue and costs, especially in the short-term, will not get you a clear picture. As with any portfolio, both risk & return are important. Intel may have made investments that were clearly a defensive play against market/technology trends or a positioning play to align themselves with/against certain competitors. Or, the intent may have been to learn as much as possible from the partner, and then apply the knowledge to different parts of the business. Having said this, I think Intel has done a poor job conveying this message to the investment community. There continues to be more & more questions about the non-MPU business & negative-bias articles like the one you posted. Joey