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: Mary Cluney who wrote (134522)	5/9/2001 5:37:25 PM
From: Scumbria	Read Replies (1) \| Respond to of 186894

Mary, What is my bias? Scumbria

To: Mary Cluney who wrote (134522)	5/9/2001 6:24:16 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Mary, re: "I beleive that Craig Barrett is a very hard working and ethical person, looking out for shareholder interests" Not if the current stock price is any measure. As an interesting exercise, try to figure Intel EPS if they didn't have over $1B losses on $1.5B sales in the "other business" category last quarter, and multiply by 4 quarters. Then add the return on the $10B in cash Intel has spent on communications companies in the last two years, and add the return on the over $2B in cash that "other businesses" lost in the last 12 months. Mr. Barrett may be trying to build his Intel legacy, by making Intel a communications company as well as a microprocessor company. Or maybe that effort is sincerely aimed at increasing shareholder value. But as of this point in time, it's a gamble that isn't paying off, big time. And I have my doubts that it will ever be successful. Look at the numbers and figure the valuation, with and without "other". Think about buying stock in a company that losses $1B on $1.5B in business. John

To: Mary Cluney who wrote (134522)	5/10/2001 12:45:34 PM
From: TimF	Read Replies (1) \| Respond to of 186894

The exception may be with Jerry Sanders. He has one skill that very few others have - and that is to be able to raise cash via OPM. Fortunately, again, Intel does not have to tap into OPM. They can raise cash the old fashion way - by earning it. AMD even with the current downturn is doing a good job of earning cash. Intel has the advantage that due to it's historical performance it has a big cash hoard saved up. AMD has about $1.5bil in cash, while Intel has $10bil+. Tim