Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.98

+3.3%

12:53 PM EST

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To: Paul Engel who wrote (86423)	7/31/1999 12:58:00 AM
From: Gary Kao	Read Replies (3) of 186894

Fightin' Words for Kumar! Enjoy! > Kumar: I think what happened with AMD is that you could put them on the same page as Compaq (quote, chart, profile). They consistently set high expectations and never, ever, execute it to plan. Intel has an 85% market share. AMD claims that they have a 30% market share. Unless they went to a different math school than you and me that doesn't quite add up. There's a fine line between having visions and hallucinating, and I think AMD falls into the latter camp. Today they have a cost structure in place that inhibits them from doing anything better than breaking even, even if they wrap up the K7 (its newest processor). Also, they've had a fair amount of management turmoil. It's highly questionable that the company's going to be successful in its K7 launch. Unfortunately, from a consumer perspective you'd like AMD to survive and be successful, otherwise it essentially gives Intel a license to print money. But, I wouldn't hold my breath for them to be successful.

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