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

To: Paul Engel who wrote (146155)	10/27/2001 2:31:53 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: when Pentium III systems fail And they don't just lock up, either. The recalled PIII 1.13GHZ and 900MHZ Xeon chips would corrupt data but the systems would keep running, so the administrators didn't know their data was being ruined. The 810 chipset and early 820 chipset and Intel's attempt at an 8-way chipset did the same thing. (which is why they dropped their 8-way for a while and went with ServerWorks). It's been an ongoing problem for Intel with that series. It's affected many systems and can't be corrected by removing a bad network card.

To: Paul Engel who wrote (146155)	10/27/2001 2:47:15 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

P4 problems with XP -> Message 16568547 But Athlon XP and Windows XP work together well - as their names would lead any prospective buyer to expect.

To: Paul Engel who wrote (146155)	10/27/2001 4:19:32 PM
From: Dan3	Read Replies (2) \| Respond to of 186894

Post claims AMD lost $345 million... Intel decided to push back the write down of certain stocks they hold until the Q4 which were originally supposed to be written off in Q3 but taking a 280 Million dollar hit would have made them post an actual loss of between 160 and 170 million. You see Intel new this and pushed it into Q4 hoping there is some kind of rebound in those holdings and to prevent having to have a loss in Q3 which would have put them in the same boat as AMD. They went against what they had previously said on write downs so my figures were wrong because they lied when they gave the original write-down figures. On post 84584 about Intel ending the year at 6 Billion it loks like I will have to revise that figure up to 8 to 9 Billion. It appears Intel has become more cost conscious and is not burning through cash as quickly as the first half of the year. If you figure in that 280 Million writedown Intel now has 9.82 Billion in Reserves which leads me to my last point. Intel has burned through their reserves at a rate greater than 10 times AMD through 3 quarters of 2001. End of 2000 End of Q301 Change AMD 1.25B 905M -345M INTC 13.823B 9.82B -4.003B 4.003B / 345M = 11.60 This means Intel has gone through reserves 11.6 times faster than AMD this year. At this rate Intel would have to have that many times as much money to outlast AMD. 905 Million * 11.60 = 10.498 Billion Intel has less than the above amount so at current burn rates Intel will run out of money first. Intel is finally showing a little bit of wisdom in controlling expenses and the fact is they can't press the price war any more because 1.) AMD has a better chip out right now based on performance (XP1800+ beats P4 2.0). 2.) Intel can't afford to cut prices anymore or they will bleed cash. Intel gained marketshare in Q3 because AMD was holding back on Desktop Palominos (XP's) due to product transition. ragingbull.lycos.com