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 37.28-0.6%3:59 PM EST

 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: AK2004 who wrote (160406)2/27/2002 7:40:52 AM
From: Road Walker  Read Replies (1) of 186894
 
Albert,

re: if you have not noticed intel's strategies changed

How has it changed Albert? What sinister plot has Intel hatched this time?

re: what I said is so trivial yet your blind faith in intel prevents you from thinking

You said that lower gross margins were a good thing in a tough economy, that's not "trivial", that's revolutionary. I would love to hear your explanation!

re: again it is a matter of definition.

Yes it is. The standard economic definition of productivity, be it national or company specific, is revenue (output) per employee. To put a fine point on it, AMD's (TTM) is $263,723, Intel's $308,235.

re: no that was when intel assumed that market would never accept athlon and therefore no competitive response is needed. I bet you think that that was the right decision

No, that was when Intel couldn't meet market demand because they had under invested in capacity during the previous downturn. They left the door open to AMD to gain share, admittedly with an excellent product. It's a mistake Intel is not likely to repeat, as you can see from Intel's recent investments.

Albert, it sounds like sour grapes from you, because AMD can't or won't invest in capacity. You would prefer that Intel just stand still. When you say it's bad for Intel and the industry, I think you really mean it's bad for AMD. And I wouldn't argue with that.

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