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Technology Stocks : Intel Corporation (INTC)
INTC 36.78+2.7%Nov 26 3:59 PM EST
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To: Mary Cluney who wrote (111205)9/25/2000 2:24:18 PM
From: AK2004  Read Replies (2) of 186894
 
Mary
let me answer point by point

re:The reality however, is that AMD balance sheet still looks terrible.

wrong on that one. Yes, amds debt per share is higher than intels but amd's growth rate and earnings are higher than intels and more than making up for it. Yet intel's share price is still higher than amds

re:They still have only a small percentage of the consumer market

you need to wake up on that one as amd is going to ship 28mil chips this year. That is ~1/4 of intels total and about a half of consumer market

re:capacity constrained

you need to wake up on that to as Dresden Fab is at 20% right now and is going to be 100% by the end of '02. Amd is
planning a new fab as well.

re:Sanders is still a very difficult manager to work for

would not argue with that one

re:AMD has to do a lot better than to be a credible me too manufacturer. Look at me. I'm faster. My design is more elegant.

you also need to wake up on that one as well. Intel tried to force market to use Rambus and sure enough everyone including amd is using it :-)) not so..... AMD is setting a separate standards that would be shared by amd/sun/via/transmeta. Intel is setting standards that no one cares about any more. And of course this year most credible chip is p3-1.33GHz - it has some problems at first but you can not find defective 1.33 now anywhere. :-))
Even dell is complaining about intel let alone compaq, sun, ibm and others.

re:But it doesn't mean much in the market place.

do we really have to go through market share again? Intel is loosing the hold on the market at the speed that is not even funny. And yes consumers prefer athlon to pIII now.

re:You never replace the champ on points

I think at this point intel is blind and amd is just waiting in the corner until intel would knock out itself. We have seen few punches by intel that was really painful to intel.

Regards
-Albert
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