To: Dan3 who wrote (141121 ) 8/8/2001 11:24:27 PM From: wanna_bmw Read Replies (3) | Respond to of 186894 Dan, Re: "At the rate they were going, they'd be borrowing money in a year. With the current price war, they could run out of cash in 9 months." The idea, as expressed by Intel's CEO Craig Barrett, is that you cannot save your way out of a recession. Therefore, I believe it is Intel's goal to use up their assets now to build for the future. After all, what good are assets, if they aren't used in a time of need. Unless I am misunderstanding you, it sounds like you're trying to say that running out of money would put Intel at a disadvantage. You seem eager to prove that as they continue to diminish their assets, they will somehow become less competitive. My response to that kind of remark is that unless Intel is flushing all their money down the toilet, the investments that they are making now in manufacturing and acquisitions are bound to help them in the future, thus giving them back a return on these investments. Of course, you're welcome to believe that anything Intel invests in is some sort of black hole that offers nothing for their future. God knows you've made enough posts to discredit their manufacturing and acquisition expenses. However, the belief of most investors here is that these will yield good returns, and will put Intel in the best position to meet demand once it returns. I do have a question for you, though, if you don't mind me asking. Just how much are you shorting Intel at this time? From the jist of your previous posts, I would hope that it's a significant amount, as I am at a loss to explain any other reason why someone would waste so much time, just to discredit another company for fun. wanna_bmw