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

To: jackrabbit who wrote (139540)	7/18/2001 9:29:36 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

jackrabbit, re: I was surprised that none of the analysts in the conference call asked questions about the continued losses in "other". Andy Bryant's characterization of those businesses as "soft" is the ultimate understatement. I know what you mean. The analyst's almost completely ignore the impact of the other businesses, in the CC and in the press. I suppose that a good part of that is what Amy alluded to, there just isn't much info forthcoming from Intel, so you can't analyze what you can't quantify. You don't know if the losses are in the Wireless Communications and Computing Group (I suspect this is slightly better than average on a revenue/loss), the Intel Communications Group (I'm guessing this segment is average on revenue/loss) and the New Business Group (WAG they are below average revenue/loss). Still the impact on overall earning should at least get a mention from the analysts. All they talk about is PC's, with a brief nod to servers. John