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Technology Stocks : Intel Corporation (INTC)
INTC 34.17-1.6%11:51 AM EST
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To: Process Boy who wrote (97218)1/23/2000 11:36:00 AM
From: Robert Salasidis  Read Replies (2) of 186894
 
Don't look at me - I am a believer in Intel since 79 (though a stock holder only for 4 years - no money before).

I was just pointing out that earnings are after R&D expenses - nothing wrong with Intel's accounting as far as I'm concerned.

I was the one that mentioned a while back that I thought Athlon's release would result in higher earnings for Intel, because Intel would not be forced to compete in price with AMD, and would compete in specs. At the same time, AMD having a competitive processor would not be forced to sell it at 75% of the equivalent price of an Intel chip. I also mentioned that AMD would not be able to produce the chip in volume at this time, and therefore Intel would have the benefit of higher ASPs, and most of the market still. This has happened. The next part of the prediction was that if AMD releases faster processors, or manages to produce Athlon's in volume, Intel would either release a faster chip ahead of schedule, or a new generation thereby forcing AMD to go back to price cutting mode in order to maintain volume. Intel therefore makes more money with this scenario with Athlon on the market, vs the presence of only K chips.

Here is a list of links:

Message 10912686

Message 11835618

Message 11940145
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