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

To: ptanner who wrote (168399)	7/17/2002 5:34:52 AM
From: Joseph Pareti	Respond to of 186894

In a CNBC interview, Ashok Kumar of Piper Jaffray basically said that (i) yes, it was a disappointment vs the UNREVISED expectations, and the current profit numbers are essentially flat year-on-year, and (ii) there is not much scope for further stock price decline. Don't forget what Craig showed many times "the Internet growth is unabated" and what Paul O. demonstrated many times "IA is firing on all cylinders".

To: ptanner who wrote (168399)	7/17/2002 11:27:07 AM
From: wanna_bmw	Read Replies (2) \| Respond to of 186894

PT, Re: "WRT using ICg & WCCG... it does fill out the rest of the revenue stream so is also not particularly distinctive. This situation is almost true to AMD now where "other" is less than 10% of revenues." You make a good point that for Intel, ICG+WCCG fills up the rest of the revenue, while for AMD, their memory division essentially does the same. Therefore, I would suggest making the category for earnings (or losses) of these categories, rather than revenues. wbmw