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

To: Tushar Patel who wrote (138807)	7/7/2001 8:22:15 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: Intel can easily suspend the stock buyback. Ahhh, but it's not quite that simple. While they seem to have bought more shares than they sold, the difference is nowhere near $1 Billion - don't forget that the employee share are sold at a discount, while the purchases are made in the market. And they have to get those shares they sell to employees somewhere.... They can't just print more certificates and not worry about it. Proceeds from sales of shares through employee stock plans and other 287 331 Repurchase and retirement of common stock (1,001) (1,000)

To: Tushar Patel who wrote (138807)	7/7/2001 8:28:57 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: we havent even added the cash that will get generated in Q2, Q3 and Q4. The bottom, bottom, line was that Intel's liquid assets dropped last quarter, despite the accounting showing a paper profit. AMD's had a respectable gain. No company can keep that up indefinitely (though at last quarter's rate, Intel could keep it up for quite a while). If the next year or two are as brutal for both companies as I expect, both Intel and AMD may have problems. But being the low cost company could give AMD a real advantage. Dan