Wolffman, For a company with a motto of "only the Paranoid survive", its amazing the advocates seem to act the like the three monkeys
see, hear,say no bad stuff.
I asked for discussion, and you tell me to go to Yahoo. Open your eyes, and quit the snipping
Snipping is what I do with overgrown plants. <g>
Of course all serious and prudent Intel investors should look at all competitive threats. I do. Looking at 2 you just presented,
AMD. Sure they've gotten a lot more competitive with Athlon, but Intel has said they're expanding four fabs and planning on a record $5 billion this year for cap ex. I have to believe they've very carefully analyzed customer demand, and the competition, before going ahead with these very bullish plans. Also, with the surplus of Athlons that's come to light, and the fact that Intel is sold out, sounds like buyers still prefer Intel.
Notebooks. The consensus by Kash (neutral), Saturn V (Intel holder) and the articles I've read say they think Transmeta is a niche player with no hardware makers yet with plans to use their chip, not available anyway 'til mid-year. That's a good portion of a generation in the microprocessor business.
What else do you have?
Tony |
