Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.51

-0.8%

3:58 PM EST

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To: Windsock who wrote (169348)	8/13/2002 11:25:18 AM
From: Robert Douglas	of 186894

"By contrast, Advanced Micro Devices doesn't plan to move to the new wafer generation until 2005, and then only by sharing costs with the Taiwanese chip maker United Microelectronics Corp." It looks like AMD's hopes are ever more being tied to their abilities to design competing chips, since they will now have to split any profits with their contract manufacturers. They will have to compete with a company that has many times the absolute level of research dollars and a company that is many times more profitable for each dollar of sales. It sounds more and more like a bet that David will get that one rock right between the eyes of Goliath. That's fine for Sunday School, but it's no way to make investment decisions, IMO.

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