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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Paul Engel who wrote (37048)	11/20/1998 3:20:00 PM
From: Joe NYC	Read Replies (2) \| Respond to of 132070

Paul, That $1.6 BILLION per quarter allows Intel to develop new wafer fab processes and new wafer fabs and new CPU designs and bring them on stream - ON SCHEDULE. Like Merced and Xeon 450? How about Firewire, PCI at 66MHz, 64 bit and various chipsets? How about USB? How many HX chipsets were shipped without the advertised functionality, and how many revisions after the scheduled launch did it take to get it right? How much more of the 1.6 billion per quarter would Intel have to spend to REALLY be on schedule? If Intel is earning 1.6 billion per quarter, how come the cash on hand stays the same, or is even declining? If Intel needs to spend just about all of it just to stay in business, are they really earning anything? How much of the earnings is free cash flow? What is it per share (just so that people don't have to keep dividing everything by 1.6 billion shares outstanding)? Also, how much does a mature company (one growing very slowly) need to earn to support the market cap of 188 billion? Or to put it another way, how much earnings per share do you need to support share price at 112, assuming the company just reversed a year long decline and is growing slowly? How much longer can Intel charge premium for a commodity product? I don't recall seeing signs on cereal boxes advertising "premium ADM grain from Kansas inside". Would people pay extra? Joe