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Politics : Formerly About Advanced Micro Devices

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To: Paul Engel who wrote (67923)8/7/1999 5:03:00 PM
From: Dan3  Read Replies (2) of 1586399
 
Re: may propel Intel into a totally different orbit.

I agree with every thing that you said in that post. Especially that, right now, AMD is a one trick pony. OTOH, can you estimate a percentage of Intel's profits that are from its CPU/Chipset/Motherboard business? The incredible profitability of Intel may not be quite so diversified, though it is qualitatively more diversified than AMD.

Regarding another comment:
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Intel is a growing $27 BILLION company for a good reason.
AMD has been a <$2.5 BILLION company for 4 years - for a good reason.
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I'd point out that Intel is a $27 billion dollar that's presently valued by the market at $236 billion while
AMD is a $2.5 Billion dollar company presently valued by the market at $2.5 Billion.

Dan
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