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

To: The Duke of URL© who wrote (139471)	7/17/2001 5:34:31 PM
From: t2	Respond to of 186894

My view on Intel is quite simple. If this earnings new and cc does not push the stock down, it will go up! My reason is that too many were betting that it was an easy short after the AMD earnings. Short covering is going to kick in very soon. It also clears the way for those that had hesitated in buying the stock, to go ahead. Should quiet the many that believed AMD is the better buy...that doubt should be lifted. Is it going over 30 tomorrow? I am going to bet on it --- as long as EPS numbers for next year do not get lowered significantly.

To: The Duke of URL© who wrote (139471)	7/17/2001 5:35:33 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Duke, re: Stop with the knashing over the R and D or new projects money or what ever you want to call it. These are real operating divisions that Intel bought with shareholder money. They are now losing over a dollar for every dollar of revenue. IAG, the company I invested in, is doing an excellent job of maintaining gross margins, and feeding th bottom line. Barrett's new business adventures are eating away virtually every profit dollar. This is not a good thing, certainly not short term, and very, very unlikely long term. I'll post more after I get a chance to look at the numbers. John

To: The Duke of URL© who wrote (139471)	7/17/2001 5:55:23 PM
From: Amy J	Respond to of 186894

Hi Duke, RE: "This is money well spent. " The problem is that no shareholder knows how it is being spent. The other problem is, the employees of the comm divisions are thinking their division is going to be axed. You know what that could mean? It could mean the good people get better jobs at other comm companies, leaving the bad behind. That's not good for shareholders. Conclusion: keeping shareholders and employees in the dark doesn't sound like a good idea if it causes top talent to move on, and/or shareholders to back off on increasing their INTC investments. The only good purpose that I can see by not disclosing "Other" would be to keep the competitors in the dark (which is a good reason.) However, in this particular comm economy, at this point in time, I'm not quite sure what purpose it serves to keep competitors in the dark on the "Other" category. Everyone seems to know everything about Intel's comm businesses, except it appears Intel's shareholders and employees. Regards, Amy J

To: The Duke of URL© who wrote (139471)	7/17/2001 7:39:29 PM
From: Amy J	Respond to of 186894

Hi Duke, I completely agree with your post. There are potentially large markets for Intel here. Avoidance of risk results in stagnation and stagnation kills. Regards, Amy J ----------------------------------------- RE: "A company that grosses Billions a year like intel, must ALWAYS be developing new business. Macroprocessing is a potential 50 Billion dollar a year income stream to Intel, Telecomunications is a potential 200 Billion dollar a year income stream. (Total, not just to intel) The money has to be spent in the hopes of JUST KEEPING UP!!" -----------------------------------------