Intel Corporation (INTC) Message Board

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Technology Stocks : Intel Corporation (INTC)

INTC 50.57

+4.8%

Feb 6 3:59 PM EST

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To: mauser96 who wrote (33336)	10/1/1997 11:29:00 AM
From: Barry Grossman	of 186894

Lucius, A few thoughts. I like to determine a company's real value by estimating long term profits - plainly and simply. As long as AMD remains committed to their insane strategy of going head to head with all of Intel's strengths, I don't think they have a prayer of making money. They can either reevaluate this and make some changes or continue to butt heads with the ocean liner that is Intel. Amd is like a little tugboat trying to push them out of the way. The only way AMD will succeed in making money is in nitches. Going for the broad general market and spending hugh sums on television ads is not going to cut it for them. To top it off, should these attempts actually succeed in stimulating demand, it appears unlikely that they would be able to solve their production problems fast enough to be able to handle it. And that ocean liner keeps plowing ahead every day, making more money every day than they made the entire last quarter. Intel's huge available resources in capital and people will enable them to stay ahead. AMD needs a large partner to set them straight. To me that is their only long term hope. But who wants to put the resources behind AMD to try to grab a bigger piece of Intel's pie? Kind of a high risk situation, you might say. Consequently, I don't value AMD very highly at all. They are a failing enterprise and until a white knight with a lot of bucks comes along to throw money at significant attempt to grab market share from Intel, they will only fall further and further behind. I don't short stocks, but this would be one I might short if I was to choose one. Unless you want to bet on a buy-out, I wouldn't want to own this stock. JMHO. Barry

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