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To: Ali Chen who wrote (48145)	7/17/2001 8:18:11 PM
From: survivin	Respond to of 275872

I have a theory... Ali, Towards the end of the CC an analyst asked where the subsidies for Rambus memory were tabulated. The answer was from "revenues". About as vague and ambiguous an answer possible. Are these costs considered part of IAG? Also, do the costs for the intel inside program, other brand marketing, system rebates, etc. get added to IAG only or do they spread these over all divisions? If they're spending billions to market the intel name, couldn't they spread the total costs over all segments justifying them as an advertising expense which benefits all products? survivin

To: Ali Chen who wrote (48145)	7/17/2001 8:29:57 PM
From: Road Walker	Read Replies (2) \| Respond to of 275872

Ali, re: I have a theory which I communicated to you last quarter. The theory is that Intel writes off some expenses of microprocessor operations into other, less popular businesses, to make Intel investors like yourself to continue to think that the "core" business is still healthy. I doubt that that's the case. Intel is judged on it's final bottom line numbers. From the perspective of the average investor, or average analyst for that matter, it doesn't seem to matter which bucket the profits or revenue come from. I don't see the motivation. From this investors standpoint, it's disgusting the money they are throwing away on the other businesses. John