Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 37.28

-0.6%

3:59 PM EST

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To: BelowTheCrowd who wrote (142430)	8/30/2001 12:00:21 PM
From: semiconeng	Read Replies (5) of 186894

To me it's simple. If you're going to argue that AMD's success is because "a rising tide raises all boats," and that their strategy may no longer work because the tide isn't rising anymore, then you MUST also consider that Intel has existed in the exact same environment and may face similar challenges when the tide stops rising or even falls. ---So I think you're missing something here. When you say that intel is "in the exact same environment", that's not quite true. For quite some time, intel has been diversifying their business out and away from their core CPU Business. In the past year, they have bought up multiple companies in the Networking and e-business areas. They were criticized thoroughly at the time for "not focusing on their core business", but now it is beginning to look like that was exactly the right strategy. In contrast, AMD sold their only non-semiconductor communications division last year. It doesn't seem to me that intel is a semiconductor only business, but it sure looks that way for AMD. Not the "same environment" at all. Semi

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