Quite agree, Intel has been a vastly under rated stock for way too long. Looking at the harsh facts, none of it's competitors have posted, or will post, any profits. AMD has doubled it's output and doubled it's losses. Intel's crisis ? ONLY $6bn sales and $1.2b profits AGAIN this quarter (assuming flat Q2->Q1)
Intel were slow to respond to the sub $1k market, but have now got back on the rails, the Xeon is outperforming anything the competition is offering, and there's plenty of cash in the bank. Merced will be here JIT for the market demand for it. Expect solid H2
and strong growth. All current 486 users MUST upgrade before Y2k, and Intel now have a great offering coming along called Mendecino.
(Celeron plus onboard cache plus about 300Mhz)
The future's bright, the future's Intel.
I feel sorry for AMD, very poor management, great design teams.
How can you expect to make money when you sell your product for less than it cost to make ? |
