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To: MileHigh who wrote (8511)10/13/1998 10:36:00 PM
From: Ibexx  Read Replies (1) | Respond to of 93625
 
Answer is yes. I posted this several times.

Ibexx



To: MileHigh who wrote (8511)10/14/1998 9:16:00 AM
From: wily  Respond to of 93625
 
This seems a credible take on the Intel report:
(Don't forget the effect of the delayed release of WIN98 on PC demand for the Q)

Message 6004266

MMV, A very odd report from Intel. Everything besides the final eps looks like a total disaster. Here are the troubling factors I see:

1. Operating income fell 5.8 pct.

2. Taxes were down 11.4 pct. Unless Intel and IBM are holding the IRS Commissioner's children hostage, I don't see how this is a sustainable trend.

3. The total shares outstanding increased from the same quarter last year. Uh, about this buyback scam?

4. Cash was up strongly, which shows they actually did have some real business this quarter and some real profit.

5. Long Term debt was up 24 pct., showing that #4 was not all profit.

6. Shareholders equity was up a whopping .3 pct. That's point 3. This was a profit they reported, wasn't it? -g-

7. Capital spending declined 33 pct. Gee, that sounds like a lot for a growing co. I guess investing in the future by developing garbage like the Celery chip doesn't even make sense for the empty suits at Intel.

All in all, it looks like Intel had a horrible quarter and simply flim-flammed the tax man and reduced investment in the future, along with a blue smoke and mirrors share buyback, to fool the slow joes who think this is a turnaround. No offense to all the Joes out there.

MB



To: MileHigh who wrote (8511)10/14/1998 9:39:00 AM
From: TigerPaw  Read Replies (1) | Respond to of 93625
 
Does ... support RDRAM?
For Intel, support of RDRAM is dependant on the memory controller chipset and not the processor. Given that there are some processors in which RDRAM makes more sence as they have enough pipelining and cache to make use of the characteristics.
TP



To: MileHigh who wrote (8511)10/15/1998 7:23:00 PM
From: P2V  Respond to of 93625
 
Hey ibexx, ... The memory controller, however, will only
support the Rambus memory architecture.

Message 6031244

BTW Are you considering CPQ ???

Regards,
Mardy.