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Technology Stocks : Intel Corporation (INTC)
INTC 39.36-0.1%Jan 5 3:59 PM EST
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To: kapkan4u who wrote (169239)8/12/2002 8:17:48 AM
From: Road Walker   of 186894
 
Kap,

re: Whenever I point at Intel's problems I am always told that AMD is doing even worse.

Just a fact, Jack.

re: Second, Intel can't solve overcapacity and PC commoditization problems by killing AMD

But an extra $30/$40/$50 on each microprocessor, going to the bottom line, would certainly ease the pain.

re: If AMD declares bankruptcy then they will come out as a fabless design house with all the IP intact and no debt and fab costs -- a very menacing scenario for Intel. Even worse, someone with very deep pockets from China or Taiwan would acquire AMD's IP and MPU design teams.

The creditors that succeeded the shareholders as owners of AMD would most likely discontinue the failed business plan of competing with Intel.

Take a look at the trends Kap. Sun using Intel, Apple making noises as if they might use Intel, Intel slowly, steadily climbing the food chain in servers. Intel flooding the low end, where AMD tries to eek out a few pennies of profit, with cheap Celerons.

John
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