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

To: Road Walker who wrote (172493)	1/15/2003 12:35:54 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Hi John, Fin and Thread, RE: "Fin, Not many comments on the numbers, or guidance. I suppose that's a sign of the times. 4Q99, there were probably 50-100 posts by this time of the evening. Maybe that's a buy signal, maybe not. John " --------------------- Probably is a buy signal. You correctly called the downturn with your summer of 2000 post (on the increase of gas prices negatively impacting consumer spending.) On another note, another disty merger recently happened, which means there's going to be even less room for error in the industry's overall inventory systems. Said another way, when this market does turn, I bet it snags a bit. These kinds of large disty mergers probably yields a bit less competitive pricing in the future. Regards, Amy J

To: Road Walker who wrote (172493)	1/15/2003 10:29:15 AM
From: The Duke of URL©	Read Replies (4) \| Respond to of 186894

You were right all along: ZDNet UK > News > Story Intel to sell communications unit 12:33 Wednesday 15th January 2003 John G. Spooner, CNET News.com The chip giant is to divest itself of another of its assets, purchased during a buying spree in 2000 Intel plans to sell off the assets of its Trillium Digital Systems division, a unit that makes software for communications markets including IP telephony, wireless and broadband, the chip giant said this week. The deal marks another divestiture by Intel of assets purchased during a giant spree of communications-company acquisitions, which started several years back and was designed to move the chipmaker beyond the PC market. Intel will sell the majority of the Trillium assets to Continuous Computing Corp. for an undisclosed sum. Intel acquired Trillium for $300m in cash and stock during the summer of 2000 as part of a buyout spree that began in 1998. The spree included more than 35 purchases, with more than $11bn changing hands, but some of the efforts resulting from the acquisitions have failed to pan out. Intel recently spun off its Network Systems Group, for example. The group, which consisted of Shiva, a VPN (virtual private network) software company that Intel acquired in 1998, went to Simple Access of Newton, Mass. According to published reports, Intel also sold off Ziatech, an acquisition that had made up part of its Communications Platform Division. Since the simultaneous PC market and telecommunications downturns began in 2001, Intel has adopted a cost-cutting and back-to-basics approach designed to hone its focus on its chip products. The company has sold or discontinued a number of operations, including its Connected Products Division, which made PC peripherals like digital cameras, and its Software Products and Services Division, which was mainly responsible for selling Intel's LANDesk management software for PCs. An Intel representative confirmed the Trillium deal and said it was part of an effort to refocus its energy on chip-related products. Underscoring that point, the representative said Intel will retain Trillium's professional services component, which is involved in helping Intel customers design products around the chipmaker's IXA network processor product line.