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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 214.80+0.6%3:39 PM EST

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To: Paul Engel who wrote (2018)7/24/2000 7:18:32 AM
From: Bill JacksonRead Replies (4) of 275872
 
Jackson to maroon central(Paul's house).
I know you understand what I am saying. Intel has been on a profit nosedive for the last few quarters as far as fabbed sales and profits are concerned. Why do I pull out the share sales profits?, well I remember a similar quibble from you about AMD selling a division, and you wanted to pull out those sales profits to show the AMD production was earning negatives. Profits from semis would be 3-4 times as large as they are now and would re-connect to the early days profits graphs, that AMD has now kicked it off.
We all know how much Intel would have made with no P-III 'botched gate' fiasco, no Rambus fiasco, no 820 fiasco, no huge mobo recall campaigns, etc. Intel would avoid these problems because the P-II would have had a far longer life, at 100% market share and a $200-300 higher ASP and all those forced errors would not have emerged because Intel would have had the time to make it right the first time, Oh and by the way, we would still be at 600 Mhz max.
So do not play the game that Intel has not suffered body blows, many of them, and a few knockdowns, it has run it's course.
Face it, Intel is a company in decline and AMD is ascendant. Intel is larger than AMD, of course, but for how long?
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