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

To: Robert Salasidis who wrote (171437)	10/2/2002 9:43:21 PM
From: Robert Salasidis	Respond to of 186894

An interesting development today is also ARM's warning. They are currently selling for about 500M above cash level (and they have no debt). Any opinions out there on Intel trying to buy them out. It would give them potentially more control over the direction of the PDA / cell phone market.

To: Robert Salasidis who wrote (171437)	10/3/2002 11:26:35 AM
From: fingolfen	Read Replies (1) \| Respond to of 186894

Between paying the current portion of LTD, and the short term, added to about 300-350M/quarter loss, they have about 7 months of cash remaining. That was my math as well, even if Q4 is a little better, Q1 is historically weak. I knew that AMD was taking a huge risk with K8, SOI, and pushing the gates on their 0.18 micron process to 0.13 widths to keep up with the P4... At some point it's time to pay the piper. I think if the market was better overall, AMD would have been able to limp along, but they hit their peak during the boom and had nothing left to sustain them through the bust. It's going to be a very interesting next 6 months or so for AMD. I'm also skeptical that AMD is going to be in a "stronger position" in Q4...