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 41.41

+2.2%

Dec 5 9:30 AM EST

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next

To: tepli who wrote (50748)	3/19/1998 5:20:00 PM
From: Mike Wong	Read Replies (1) of 186894

Re: "So why AMD instead of Intel ?" There is a great article on that in a magazine I read (I believe it was Fortune, but I'm not sure). Basically, Grove said that he had focused on low margin products in the past, and that he wasn't going to repeat the same mistake again. The margin is far greater on new processor chips than for older chips powering consumer level devices. The article was quite negative on Intel, in part stating that the new growth market may be processors in consumer electronics, not desktop PCs. It said that perhaps the paranoid (Grove's famous comment "only the paranoid survive") was not paranoid enough. I agree with the magazine that Intel may have slipped not focusing on what I believe to be a bigger growth market (long term) than desktop PCs. On the other hand, I believe that Intel has time .... if the market proves big and lucrative enough, Intel can easily crank up the presses to meet that demand.

Report TOU Violation

Share This Post

Public Reply Prvt Reply Mark as Last Read File

Previous 10 Next 10 Previous Next