Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 36.38

-1.3%

Dec 22 3:59 PM EST

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To: Joseph Pareti who wrote (150729)	12/2/2001 1:21:20 PM
From: Elmer	Read Replies (2) of 186894

Any thought on this ? Even in good times, AMD only makes money when Intel is capacity constrained. Times aren't good and soon Intel won't be capacity constrained. Their poor yields hold back what should be a significant cost advantage. AMD's shot their .13u wad with their 70nm transistors, their processors aren't scaling well anymore and no major OEMs carry them save a few token systems. Their next generation processor is experiencing delay after delay and has no pledged customers. AMD is sniffing around for foundry help which can only lower performance, increase costs and brighten the color of the red ink. Flash is a generation or more behind the competition and their technology partner is floundering and closing fabs. AMD is losing money hand over fist and there's no end in sight except in the dreams of the Dans and NiceGuys of this world. Jerry's a liar, plain and simple. What more do we need to say? EP

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