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Technology Stocks : Intel Corporation (INTC)
INTC 36.85+1.6%Dec 19 3:59 PM EST
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To: Dave B who wrote (142390)8/29/2001 8:29:30 PM
From: BelowTheCrowd  Read Replies (3) of 186894
 
I rarely participate in this thread because I find 90% of the discussion focuses on technical obsurities that are ultimately irrelevant to the average (or even above average) user or investor.

That one I've got to respond to.

Yes, Jerry has competed in a "rising tide" environment, and his success has to some degree reflected that. Whether he has the experience necessary to keep his company going in an environment where PCs are increasingly a commodity and additional MHz increasingly unneeded.

However, consider what this says about Intel. They've benefitted from the same rising tide. And they'll have to figure out a way to remain as strong a company as the tide ebbs. The 50+% margins of the past are gone. The pricing they've just announced pretty much confirms that.

And as an investor, I would ask the same question about Intel as you do about AMD. Do these people have the experience to run a company in a business that is no longer a "hot growth" area? I don't think any conclusion is possible yet. And until that question is answered, the stock will languish, regardless of what AMD does.

At this point the most important competitor for both AMD and Intel may very well be the processor that's already on your desk. I'm successfully running XP on numerous processors down to 300Mhz. For normal business purposes I see no reason to upgrade the machines. That's the real challenge to both these business.

Currently no position in either.

mg
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