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Technology Stocks : Advanced Micro Devices - Moderated (AMD)
AMD 252.74+0.3%Jan 28 3:59 PM EST
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To: Elmer who wrote (60109)10/25/2001 11:20:55 AM
From: chuckles58Read Replies (1) of 275872
 
Just curious, but how much have all Intel's communications and "other" acquisitions from the last couple of years made so far? How much of Intel's CPU and flash profit has been lost from these "strategic" acquisitions of Mr. Barrett? The Business Week cover story a couple weeks ago on Mr. Barrett was not the most complimentary of him or the direction he has taken Intel. I know, Jerry Sanders didn't make the cover story.

I am disappointed with AMD's loss, which was primarily due to Intel's aggressive pricing. However I think Intel's recapturing .7% market share came at too huge a cost to Intel's profit. How long will Intel's market cap stay over $165 Billion with quarterly profits of only $106 Million per quarter? Will Intel shareholders accept a 200 to 300 P/E ratio for Intel assuming they are limited to $.02 of profit per quarter? I believe Intel has lost the price war as they did not meet their goal of recapturing meaningful market share.

I am also disappointed that AMD's officers bailing out on their options in the $30's, seemingly at the expense of us "faithful" AMD shareholders. I'm sure Mr. Barrett has never exercised any of his stock options, so you have me there. I concede.

CB
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