SI
SI
discoversearch

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 : Intel Corporation (INTC)
INTC 36.82+1.5%Dec 19 9:30 AM EST
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: BelowTheCrowd who wrote (142422)8/30/2001 11:02:04 AM
From: Dave B  Read Replies (1) of 186894
 
Michael,

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.

The difference is that when the tide goes out, the company with 80% market share is in a much stronger position than the company with 20% market share when it comes to avoiding being swept out to sea.

I don't think we're in disagreement about whether the tide is going out or not -- the point is that AMD/Jerry is going to have a much tougher time competing (witness the recent announcements already that have affected their outlook) and Jerry is going to have to dance even faster than before (to move away from the circus and nautical metaphors) to keep AMD successful, and certainly much faster than Intel management will have to dance.

Dave
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News