SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Politics : Formerly About Advanced Micro Devices
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Tenchusatsu who wrote (61977)6/16/1999 5:03:00 PM
From: Charles R   of 1576160
 
Tenchusatsu,

". Even perfect execution for AMD means no more than a doubling of their current output. That still leaves plenty of room for Intel to grow in the near-term, "

I think you are grossly underestimating the effect of having a processor that is 2 or 3 performance grades behind will do to Intel's earning growth. Intel could grow units but lose big time in earnings growth (which is what matters for stock valuation).

I don't want to beat this to death, let's agree to disagree and moveon.

Good luck,
Chuck
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News