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


To: Road Walker who wrote (139448)7/17/2001 4:43:56 PM
From: michael97123  Read Replies (1) | Respond to of 186894
 
Maui,
Other may be the future if they pick the right others. mike



To: Road Walker who wrote (139448)7/17/2001 4:58:48 PM
From: Mary Cluney  Read Replies (2) | Respond to of 186894
 
John,

<<<Other
Revenue - $1207 million
Op. Loss - $1249 million>>>

For every dollar that comes in, 2 dollars are spent. How can I get that job. I think I could do it. I could spend that kind of money. It's probably not as easy as it looks. I mean how many Fendi handbags do I need, or Farragamo Shoes. Maybe I could get Donna Karan to design my corner office.

I wonder what Jack Welch would do in this case?

Oh, oh, here comes Joe Osha On CNBC.

Will he disappoint me?

Because of P4, margins are going down to 47% - and not due to losses in the other category.

3rd Q numbers are coming down. Stock is too expensive and is coming down. Talk is cheap. He is not going to buy whatever he is told at the cc. He needs to hear that PC are going to sell better, and he doubts he will hear that.

Nothing is going to change his mind. His mind is made up.

No surprises.

Mary



To: Road Walker who wrote (139448)7/17/2001 5:07:07 PM
From: Joseph Pareti  Respond to of 186894
 
>Without "other" Intel would be kicking a--.

may be you're right if one looks at the quarter results.

Bob Palmer saved his a- for 10 years at Digital by just doing that. (=quarter stuff)

Cherry Sanders gets the bucks and moves on while his "brainchild" bleeds cash.

The bottom line is (as an investor) :

are you inspired by Sanders or/and Palmer ? :-)



To: Road Walker who wrote (139448)7/17/2001 5:26:14 PM
From: Dan3  Read Replies (1) | Respond to of 186894
 
Re: Other
Revenue - $1207 million
Op. Loss - $1249 million


It seems possible that costs aren't perfectly allocated between the IAG and non-IAG groups.

:-)



To: Road Walker who wrote (139448)7/17/2001 5:43:36 PM
From: Amy J  Read Replies (1) | Respond to of 186894
 
John and Thread, Okay, even I have had enough with this "Other" category:

Other
Revenue - $1207 million
Op. Loss - $1249 million

Moving forward, I'd like to know the breakout of this category.

As an aside, rumorville says that Intel may cut a comm division (at least, this is what the employees of that division are thinking.)

Regards,
Amy J



To: Road Walker who wrote (139448)7/17/2001 8:31:29 PM
From: jackrabbit  Read Replies (1) | Respond to of 186894
 
Re: Other
Revenue - $1207 million
Op. Loss - $1249 million


What a difference a year makes . . .
___________________
To:Diamond Jim who wrote (105842)
From: jackrabbit Tuesday, Jul 18, 2000 5:01 PM
View Replies (3) | Respond to of 139500

Why doesn't Intel get out of the side businesses?? Operating profit would have been 35% higher -- $3.36 billion vs. $2.4 billion -- without them. They should at least be like GE -- if you're not #1 or #2 within a short period of time, get out of the business. Anyone disagree??
____________________

To:jackrabbit who wrote (105856)
From: John Fowler Tuesday, Jul 18, 2000 6:41 PM
Respond to of 139500

Jackrabbit,
Most of Intel's new efforts are related to their PC and Server processor business. Some are projected, by the analysts, to do very well. Andy Bryant said some are profitable.

I'm not sure I would feel as comfortable with this investment if they wern't trying to grow the business beyond the microprocessor segment.

That's my opinion. That's why I answered your note with "yes", I disagree.

John