tcmay:
"The Intel juggernaut is rolling right over AMD."
Yep...1st it was Cumine, now it's p4, next it's ahhhh, next its ahhhhh, well next it's something...Oh and this INTC juggernaut that is rolling over AMD has resulted in FY01 revenues (and by the looks of it, FY02 revenues) that are below FY98 levels...This INTC juggernaut appears to be more of an INTC juggernaut enigma!!!
With financials, the likes of INTC's, one needs to consider the likelihood that INTC is currently perilously close to the edge of a steep decline...One needs to consider the next phase in INTC history if p4 cannot be sold profitably, an outcome that, based upon recent INTC financial trends, cannot be dismissed by any reasonable financial analysis...
INTC's current extreme marketing measures, as evidenced by the exposure on this thread of the recent INTC marketing memo, would seem to delineate actions of a company in panic mode as opposed to any company juggernaut!!! INTC is in serious trouble if either p4 stalls out or if AMD meets its current Clawhammer/Opteron schedule...Just more marketshare for AMD and another bite out od INTC margins which have already shrunk over 10 points in the past 2 years...Yep, INTC is perilously close to the "red ink" edge...It certainly isn't clear to me from reading INTC financials that "red ink" can be escaped much longer at INTC, although I do continue to be dazzled by the work of their accountants, who, with the recent goodwill masquerade, have managed to defer "red ink" a while longer...Now, if only, INTC's R&D and prooduction areas could only perform at the same levels as INTC's accounting and PR departments, I might be convinced that there does exist, anymore, an INTC juggernaut!!! |
