All About Sun Microsystems Message Board

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Technology Stocks : All About Sun Microsystems

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: JDN who wrote (35687)	9/22/2000 6:06:32 AM
From: QwikSand	Read Replies (2) of 64865

No one, other than Kumar, could have believe that a SUPPOSEDLY prestigous company like INTC who OUGHT TO KNOW they provide market leadership DOESNT EVEN KNOW WHY THEIR SALES ARE DOWN!! They know damn well, JDN. They're losing market share to AMD on the high end and losing margin on the low end, and they're throwing money at their uncertain future. Look at theregister.co.uk, an article that shows that INTC is running around in a circle like a man with one foot nailed to the floor, making up shit trying to figure out what to do for an encore since they have no interesting new products. Their big strategic Itanic is probably a money sink too, they're probably throwing money at that like there's no tomorrow. It will be interesting to look at the R&D cost lines on their report if they break them out to that level of detail. The point is, JDN, they know, they just DON'T WANT TO SAY. Because they're like Microsoft: they've peaked, their day is over. The captive INTC customers know they've gotten themselves stuck to a tar baby and are looking for alternatives. This is not a mystery. I like my AMD calls more and more (thanks chic). --QS

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next