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

To: John Hull who wrote (171246)	9/26/2002 2:46:44 AM
From: Eric K.	Read Replies (1) \| Respond to of 186894

Re: Absolute horse crap. You don't really believe the stuff you write do you? I'm sure it all made sense to Stalin too! Dan's post is a bit over the top, but if AMD didn't exist and the justice department didn't force invention of another AMD, I'm certain the pace of microprocessor speed improvement and cost reduction would have been quite a bit slower over the last twenty years. -Eric

To: John Hull who wrote (171246)	9/26/2002 1:00:16 PM
From: wanna_bmw	Respond to of 186894

John, Re: "You don't really believe the stuff you write do you? You do it just to get other people, like me, to send messages to you. Right?" People are finally beginning to figure out Dan3... after all this time. wbmw

To: John Hull who wrote (171246)	9/26/2002 2:44:48 PM
From: kapkan4u	Read Replies (1) \| Respond to of 186894

<Absolute horse crap. > Your tantrums are making INTC longs nervous. You know full well that Intel underinvested in capacity in 1998 with the goal to fatten their margins with low depreciation costs. So they were caught with their pants down with Athlon and Y2K boom making things worse. Then they swung in the opposite direction at exactly the wrong moment at the top of the bubble and continued with huge capex outlays even in 2001 when everybody else in the industry had already known about looming overcapacity and shrinking demand. Now they have built a $5 million dollar mansion in a trailer park -- a perfect record of very bad capex decisions in 1998, 1999, 2000 and 2001. They are trying to lower the capex now, way too late in the game. The profits will be killed in the coming quarters with the depreciation costs. Kap