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Technology Stocks : Intel Corporation (INTC)
INTC 37.81-4.3%Dec 12 9:30 AM EST
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To: Road Walker who wrote (169221)8/10/2002 7:19:51 PM
From: kapkan4u  Read Replies (3) of 186894
 
<It might even be better for Intel if the cycle is delayed. Intel would survive, AMD might not. And if we come out the other side without AMD, Intel would certainly be a much more profitable company.>

Whenever I point at Intel's problems I am always told that AMD is doing even worse. First, I haven't owned AMD for a long time. Second, Intel can't solve overcapacity and PC commoditization problems by killing AMD. If AMD declares bankruptcy then they will come out as a fabless design house with all the IP intact and no debt and fab costs -- a very menacing scenario for Intel. Even worse, someone with very deep pockets from China or Taiwan would acquire AMD's IP and MPU design teams.

Kap
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