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To: ptanner who wrote (59682)	10/22/2001 10:30:18 PM
From: TGPTNDR	Read Replies (2) \| Respond to of 275872

PT, Re: <The nearly 10.75% drop in goodwill during the most recent quarter was far more substantial than what I believe the normal depreciation rate would be (30? 40 years?) so it seems there was some "mark to market" adjustment.> When you look at the type of companies involved you see about the same kind of mix as Nortel had. I'd be surprised if INTC couldn't take 50% of that $5.6B as losses and get the government to pay 30%. But I'll not beat that particular horse except to say that I think they'd be dumb to not mark to market asap. tgptndr

To: ptanner who wrote (59682)	10/23/2001 9:05:38 AM
From: Dan3	Read Replies (1) \| Respond to of 275872

Re: It may also be appropriate to note that the value of "Property, plant and equipment, net" increased by nearly $7B It sure would. Property, plant and equipment, net is a deferred expense. Absent a substantial increase in revenue, (and they've had a big drop) this should be flat or down. They've already spent that extra $7 Billion - sooner or later it will have to be deducted from their quarterly earnings. Intel has structured their accounts to raise the bar pretty high for themselves when it comes to future profits. AMD accounting has been much more conservative.