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

To: semiconeng who wrote (142446)	8/30/2001 12:02:27 PM
From: AK2004	Read Replies (2) \| Respond to of 186894

well I guess that Intel is ok then Message 16280244 Regards -Albert

To: semiconeng who wrote (142446)	8/30/2001 12:16:18 PM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Semi, re: For quite some time, intel has been diversifying their business out and away from their core CPU Business. In the past year, they have bought up multiple companies in the Networking and e-business areas. They were criticized thoroughly at the time for "not focusing on their core business", but now it is beginning to look like that was exactly the right strategy. Intel would be fine if not for the "other" businesses. That's where they are losing money. You and I can disagree about how wise it was for Intel to diversify all over the place, but the numbers tell the story on the success of microprocessors and the failure (so far) of communications and networking. Some folks forget that semiconductors are a cyclical business. Just when they claim that "everything has changed", you get an upcycle. John

To: semiconeng who wrote (142446)	8/30/2001 12:27:36 PM
From: Noel	Read Replies (2) \| Respond to of 186894

Semi, intel is "in the exact same environment" Intel derives 120% of its profits from its CPU business. Just because Intel bought several companies in other areas, it does not mean that they have been successful in making a transition. Of course, they deserve a lot of credit for trying. There is still a lot in MG's original assertion that the managements of both AMD and Intel may not have what it takes to move their companies to a fundamentally new business model which deals with the commoditization of microprocessors. What you are saying is that Intel has been trying while AMD has not -- no disagreement there. But how do you create new businesses that generate the mind-staggering amounts of cash at 50% margin that only IA32 microprocessors can?

To: semiconeng who wrote (142446)	8/30/2001 12:34:12 PM
From: Jim McMannis	Read Replies (2) \| Respond to of 186894

RE:"For quite some time, intel has been diversifying their business out and away from their core CPU Business. In the past year, they have bought up multiple companies in the Networking and e-business areas. They were criticized thoroughly at the time for "not focusing on their core business", but now it is beginning to look like that was exactly the right strategy" Looks to me like that hasn't done much for Intels bottom line. Perhaps it's better to dance with who brung ya? Why do you continue to ignore the deteriorating economic scene? Look at Corning today, GLW...fibre optic orders have dropped 25% yet you seem to think Intel will never be effected. Intel has less and less ability to set prices..pricing power... Jim