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To: Gary Ng who wrote (142476)	8/30/2001 1:26:30 PM
From: Jim McMannis	Respond to of 186894

RE:"I believe among the Intel longs on this thread, John Fowler and I are the handful few that has always been casting doubt on Intel, in particular their 'non IAG' business. In fact, I have been going through some of the business 'Intel Capital' invested in last year(in particular those within my region) and saying to my friends(sorry not on SI) like 'what the bloody hell Intel is doing by investing in firms writing accounting software'?" Cool...that's because you and John can think outside the box... Jim

To: Gary Ng who wrote (142476)	8/30/2001 1:31:57 PM
From: Road Walker	Read Replies (2) \| Respond to of 186894

Gary, This list might help: Message 16133148 And I think we agree, it's not the policy of making acquisitions, it's the strategy and execution that is lacking. John

To: Gary Ng who wrote (142476)	8/30/2001 1:41:04 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Gary, Re: "John Fowler and I are the handful few that has always been casting doubt on Intel, in particular their 'non IAG' business." What do you think of Intel's Thursday IDF keynotes? They seem to be addressing Intel's commitment in the networking and communications (aka "Other") segments. Here are a few press releases. Intel Addresses Need for Lower Cost, Higher Performance Internet Infrastructure biz.yahoo.com Intel Media Switch Chip Delivers Gigabit Speed for Cost-Effective, Scalable Switching Solutions biz.yahoo.com Intel Moves Into Wireless Home Networking dailynews.yahoo.com Do you think Intel has a good chance of making these segments profitable? wanna_bmw