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

To: Road Walker who wrote (134529)	5/9/2001 8:16:55 PM
From: fyodor_	Read Replies (1) \| Respond to of 186894

John: 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. I seen it claimed that Intel dumps a lot of general expenses into the "others" category (e.g. the Intel Inside branding campaign, as offered to OEMs) making it not nearly as bad as it looks. Of course, this could easily be an urban legend for all I know&#133 -fyo

To: Road Walker who wrote (134529)	5/10/2001 1:02:13 PM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

John,<<<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. >>> Most people like to see things in stark terms. For them, reality exists on a 2 dimensional scale between black and white. They try to force views into black holes or herd ideas into white clouds. The truth (or reality) is that most things occupy the huge area and vast gradations between absolutes that are multidimensional. But, this doesn't mean I should give up expressing my views as best as I can. In the case of Craig Barrett, I believe that his integrity level is extraordinarily high on almost any scale but his achievement level in terms of his attempt "to build his Intel legacy, by making Intel a communications company as well as a microprocessor company " is quite possibly at this point in time a miserable failure. And, I am quite sure that he, himself (Barrett), would not give himself a high grade. To be fair however, it is not over until it is over. I believe he still has time. But, when you measure his success using the harshest metrics that you come up with and compare (apple to apple) that to his competitors - Cisco, Broadcom, et al, I don't think he would measure that poorly. I do think, however, that Craig Barrett should do some serious soul searching as to why he is failing to achieving the results that shareholders are looking for. My guess is that the answer is not something that is either black or white. It some thing that is much more subtle and much more nuanced - something that engineers are not trained to see. Mary