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To: Petz who wrote (37872)4/30/2001 3:12:59 PM
From: Road WalkerRespond to of 275872
 
John,

re: "But the biggest albatross around Intel's neck is not MG&A -- on that you are very correct -- it is the huge losses at "Other" that have to be subsidized by CPU sales."

You are not kidding there. If it were not for Intel's adventures into communications and other businesses, imagine what their balance sheet would look like. A couple of $B more in cash just from trailing 12 month earnings, not to mention what they paid for the companies.

re: "I was wrong, but not deceptive"

I didn't mean intentionally deceptive in a derogatory sense, I meant the information was deceptive.

John