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To: Windsock who wrote (126440)2/1/2001 2:48:26 PM
From: AK2004  Respond to of 186894
 
Windsock
<font color=red> Intel's Secret Weapon is Unveiled

Awesome Power of AMD-killer pIII-600 is to live on........

Any idea why intel would want to extend the life of pIII-600E? Is that to compete against upcoming palomino?

Regards
-Albert



To: Windsock who wrote (126440)2/1/2001 4:26:54 PM
From: kapkan4u  Read Replies (2) | Respond to of 186894
 
There will be higher depreciation costs in Q1 from the increase in capex in 1999/2000. Manufacturing costs will go up due to larger P4 die.

Add high inventories, lower demand and competition from AMD's superior products and even a windbrain can get the picture.

Kap



To: Windsock who wrote (126440)2/4/2001 10:54:37 AM
From: Dave  Respond to of 186894
 
Windsock,

Capital expenses have no effect on earnings. They are made from the cash that Intel has on hand and will continue to earn -- no debt or interest required.

Higher capex may affect earnings. If Intel spends more, that means higher depreciation. If Intel cannot sell more (i.e. revenues stay constant), they Intel's earnings will be reduced.

However, one thing that might offset that is if Intel's Venture Portfolio continues to make gains on their investments....


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