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Technology Stocks : Intel Corporation (INTC)
INTC 36.91-1.1%Dec 31 3:59 PM EST
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To: herb will who wrote (138881)7/9/2001 10:03:08 AM
From: GVTucker  Read Replies (3) of 186894
 
In the end, it's all rather simple.

The semiconductor industry is in a downturn, and both companies are burning cash in their operations.

Intel can afford to burn their own cash. AMD must burn someone else's.

(And when you look at AMD's cash burn from operations, it isn't even as good as most on this board are noting. Look at A/R and A/P. A/R rose during the quarter by $55mm, and A/P declined by $100mm, which contributed a total of $155mm to the cash balance.)
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