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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?

To: Monica Detwiler who wrote (83317)	6/23/2002 8:52:58 PM
From: niceguy767	Respond to of 275872

Monica: "The midpoint is $6.35 Billion, niceguy767." So do you honestly beliieve that INTC will come in at $6.35 billion??? "Intel has invested in the future - that's why their PPE has increased." INTC's net PPE and revenues are headed in opposite directions...You better hope INTC has a future...all those new fabs combined with rapidly declining margins and an inefficient MegaHurting p4 doesn't exactly sound like a formula for heady profit making...Gotta pay for all that additional space you know...That $6 billion increase in net PPE over the past 2 years has to be factored in to eps at some time...OUchy!!!