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Technology Stocks : Intel Corporation (INTC)
INTC 37.32+1.8%Dec 30 3:59 PM EST
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To: Tushar Patel who wrote (138807)7/7/2001 8:28:57 PM
From: Dan3  Read Replies (1) of 186894
 
Re: we havent even added the cash that will get generated in Q2, Q3 and Q4.

The bottom, bottom, line was that Intel's liquid assets dropped last quarter, despite the accounting showing a paper profit. AMD's had a respectable gain.

No company can keep that up indefinitely (though at last quarter's rate, Intel could keep it up for quite a while). If the next year or two are as brutal for both companies as I expect, both Intel and AMD may have problems.

But being the low cost company could give AMD a real advantage.

Dan
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