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 (66883)7/29/1999 2:17:00 PM
From: Charles R  Read Replies (1) of 1575044
 
Tenchusatsu,

<2) Intel is much, much more diversified than you imagine. If AMD executes well, that's great news for AMD, but in no way does that alone spell the doom of Intel.>

I do not remember ever predicting any doomsday scenarios for Intel. The only threat I see from AMD is reduction in profitability. Intel is a too established a company to be knocked down by one product. Even if Wilamette never sees the light of the day, Intel will still be there with 50%+ market share 2 years from now.

The valuation of Intel is under serious threat but that is a different story from saying that the company is in trouble.

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