Intel Corporation (INTC) Message Board

STOCKTALK

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 46.95

-2.8%

Jan 16 3:59 PM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: maui_dude who wrote (171460)	10/3/2002 12:01:26 PM
From: fingolfen	Read Replies (1) of 186894

Why would MSFT, Dell, IBM not go (somewhat) out of their way to see AMD succeed ? Isn't it better for them in the long run to bail AMD out financially. Dell has always been an Intel only house, but they tend to use AMD to keep Intel honest. Given how successful Dell has been with the Intel-only model, there may not be enough ROI. MSFT probably wouldn't touch AMD with a 10' pole... They're already dealing with huge anti-trust, and picking up a chip manufacturer would scream of trying to become a horizontal monopoly. IBM is more interesting. They have provided process technology to AMD, and may bail them out. Right now AMD is failing... badly. A monetary "bail-out" isn't going to fix the problems. It may band-aid the wounds for a quarter or two, but it won't fix the fundamental problems. I don't think AMD is going to disappear next year, but I do believe they may be bought-out by someone else... but that entity will have to be capable of picking up around $2B in long term debt and either maintain or buy out the contracts AMD has made with the Saxony government.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next