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

To: Windsock who wrote (133800)	5/1/2001 12:15:22 AM
From: Elmer	Respond to of 186894

Intel fabs outside the US make few, if any, processors. The output of processors in the US far exceeds the needs of the US market Actually, Intel's Fab18 in Israel produces a large number of both CuMine and P4 processors. But to reinforce your other point, all Intel's processors have positive margins. I wouldn't waste a lot of time arguing with people who don't know what they're talking about. Why bother? EP

To: Windsock who wrote (133800)	5/1/2001 12:40:57 AM
From: pgerassi	Respond to of 186894

Dear Windsock: Since Intel does not break out ASPs for CPU lines, it is very difficult to see, if any CPUs have GMs less than stellar. Furthermore, I believe that Intel is not distributing costs fairly among its divisions. I think more costs are being shifted to non IAG than would be typical. Since a divisional breakout is not done either, all one can assume is the diversification is a complete disaster by all normal definitions. Why they are not shedding these divisions is a complete mystery, unless they are really not as bad as they are accounted. Which leads us to two inescapable conclusions about this. If the accounting is correct, management is failing in their job to maximize shareholder value and the acquisitions should stop until a reorganization gets the current ones back into profitability or curtailed. If it is not, then the statements are holding a big lie and management should stop "cooking the books" and show the true picture. Either way, management is bad. Pete