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

To: herb will who wrote (138881)	7/9/2001 10:03:08 AM
From: GVTucker	Read Replies (3) \| Respond to of 186894

In the end, it's all rather simple. The semiconductor industry is in a downturn, and both companies are burning cash in their operations. Intel can afford to burn their own cash. AMD must burn someone else's. (And when you look at AMD's cash burn from operations, it isn't even as good as most on this board are noting. Look at A/R and A/P. A/R rose during the quarter by $55mm, and A/P declined by $100mm, which contributed a total of $155mm to the cash balance.)

To: herb will who wrote (138881)	7/9/2001 10:13:22 AM
From: Dave	Read Replies (2) \| Respond to of 186894

Herb, I agree with you completely. You posted my thoughts exactly..... As an Intel Shareholder, however, I would worry about the insolvency of AMD since AMD is basically Intel's "sole" competition in uPs. Perhaps when AMD faces financial troubles again, Intel should show up at AMD's door with cardboard boxes filled with money....<GGGG>

To: herb will who wrote (138881)	7/9/2001 10:59:23 AM
From: Dan3	Read Replies (2) \| Respond to of 186894

Re: a hard time dealing with the facts. Well, somebody does. The numbers I posted covered all "short term" (liquid) assets from both companies. According to your post, you think AMD keeps a little over $1 Billion in its checking account, or in a drawer, while Intel has $18 Billion in its checking account. AMD's liquid assets increased by well over $400 million for the quarter, while Intel's dropped by about $2,500 million. Here's a news flash for you - neither company keeps that much money in stacks of bills (cash) in a drawer. They don't even keep that much in their checking accounts. Quite a revelation, eh? But don't just take my word for it, ask around.