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

To: dhellman who wrote (157436)	1/31/2002 9:25:17 AM
From: Road Walker	Respond to of 186894

dhellman, Thanks for the ML detail. re: _ Negatives include poor diversification efforts, pricing pressure On the negative side, we note that Intel has not done a good job of diversifying away from its core microprocessor business. Intel’s efforts to acquire its way into the communications IC market have largely failed, with the one notable exception of the IXP series of network processors. In wireless, although the embedded X-Scale embedded processor has done well, Intel has had no competitive impact with its Blackfin DSP. The majority of Intel’s revenue in wireless is still flash memory. Other ventures in web hosting and communications hardware have fizzled as well. Although the move into enterprise computing represents diversification of a sort, Intel’s fate is still tied to the computing market for the foreseeable future. It seems like everyday Barrett's acquisition shopping spree looks more foolish. Very little in the way of revenue, and a bunch of losses, have been the net result of the ~$10B "investments". John