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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: Haim R. Branisteanu who wrote (4422)7/18/2000 9:56:04 PM
From: chic_hearne  Read Replies (1) of 436258
 
Haim, much more of Intel's problems are a result of not dominating the high end where AMD is kicking their ass. Back in the day of the old Intel, the money came from the $1000 processors and the low end was sold at a loss to drive other competitors out of business. On March 8th AMD called Intel's bluff and released 1 Ghz and has been outselling Intel 12 to 1 with 1/6th the capacity for the last 4 months at that speed grade. 900 Mhz and above has AMD in the lead 3 to 1. Simply comparing the financial statements of AMD and Intel confirms that Intel's core business is hurting as AMD's financials keep looking better and better. Intel's operating profits were up $100 million in the core business, AMD's will be up over $500 million YoY when they report tomorrow. That's where the money is going. It's only going to get worse. It's getting real close to a good time to short this POS known as Intel.
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