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

To: wanna_bmw who wrote (149754)	11/27/2001 1:09:13 AM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Wanna, December 26, 1998 Total Current Assets (short term assets): $13,475,000,000 Total Assets (short and long term assets): $31,471,000,000 Net Tangible Assets (all assets minus liabilities): $23,377,000,000 Sep 29, 2001 Total Current Assets (short term assets): $16,867,000,000 Total Assets (short and long term assets): $44,231,000,000 Net Tangible Assets (all assets minus liabilities): $35,902,000,000 Nice "put your money where your mouth is" post. Amazing how some of these droids keep singing the party line even when it's wrong. Net Tangible Assets (all assets minus liabilities): $3,800,305,000 AMD net assets about 1/8th Intel's. Another reason for the stock valuations of the two companies. Tony

To: wanna_bmw who wrote (149754)	11/27/2001 1:10:15 AM
From: milo_morai	Read Replies (2) \| Respond to of 186894

You forgot some things. siliconinvestor.com Intel on the other hand has no way to grow in the processor business other than to grow the overall size of the market. If Intel were to consume all of AMD's current market share, INTC would still not havethe revenue growth they need. INTC can try to grow the demand for x86 processors but I doubt it will happen. And INT seems to be failing in their diversification efforts. So tell me where else can INTC find the revenue growth they need to justify their high P/E? The days of creative accounting are coming to a end. M.