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

To: Road Walker who wrote (126245)	1/30/2001 11:29:31 AM
From: Elmer	Read Replies (1) \| Respond to of 186894

Re: "Do you have any suggestions on where an investor could go for a more balanced analysis of Intel "other"? " I believe Intel is required to break them out once the revenue crosses over a certain percentage, 10%? Can someone confirm this? EP

To: Road Walker who wrote (126245)	1/30/2001 11:55:22 AM
From: John Hull	Read Replies (2) \| Respond to of 186894

John, re:"where an investor could go for a more balanced analysis of Intel "other"?" I don't think you can find one. That "other" category is filled with all kinds of intra-company transfers and accounting odds and ends. I think Andy Bryant says this explicitly on just about every conference call. The simple reporters who try to spin this category are not really getting at the useful facts. Now, I'll be the first to agree that it would be very useful for investors to understand what's going on business by business within Intel. I think you're going to get those break-outs in the near future as some of those areas become large enough to report separately. Intel's communications silicon businesses are probably the first groups to see that break-out. You've heard from Craig in analyst meetings that these are in fact fast growing and profitable. Intel has some other businesses which are still in the investment stage and will not be profitable currently. To some extent you should have faith in Intel management's ability to guide these businesses. If you don't, you're free to invest elsewhere. I know its frustrating at times, but you have to understand that the number one category of people who download your 10-Q is your competitors. I think Intel prefers to show that which is required by law and not create a tutorial for the competition. regards, jh