Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

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

To: andreas_wonisch who wrote (145442)	10/16/2001 4:40:29 PM
From: Road Walker	Respond to of 186894

Andreas, re: What's going on there? That's Barrett's ugly little secret, that costs Intel shareholders about $15 a share (WAG). John

To: andreas_wonisch who wrote (145442)	10/16/2001 4:46:37 PM
From: fingolfen	Read Replies (1) \| Respond to of 186894

What's going on there? They're breaking out the numbers now??? IAG is the chipsets, boards, MPU's, etc. Communiations covers a broad are possibly including Flash. Looks like the losses are being trimmed there. Wireless group really seems to be doing a lot better. The "all other" category includes any liabilities in the company (bonuses, etc.) if memory serves, so "all other" is always going to be a loss. The wireless group appears to be rapidly approaching profitability. The communications group still appears somewhat weak, although it looks like they've managed to improve their profitability in a very down quarter. I wonder how long before the wireless group is actually in the black? Overall it looks like the Intel cost cutting measures are working, and it does better describe what divisions are in the best financial shape. I, for one, would not like to be employed at Intel in one of the areas under "all other" if the time comes for further downsizing at Intel...

To: andreas_wonisch who wrote (145442)	10/16/2001 4:49:30 PM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Andreas, What's going on there? You can just mentally add it to the microprocessor group, since Intel is a microprocessor company. But I am wondering about flash. Is it in the Communications Group or Wireless Communication and Computing Group? Overall, I think the results are positive. The revenue of the microprocessor group went up, and depending on whether they counted X-box or not, with falling ASPs, they must have sold more processors. I think elswhere in the press release, they said that Flash went up from previous quarter. Joe