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Technology Stocks : Intel Corporation (INTC)
INTC 35.53-1.1%Nov 14 9:30 AM EST
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To: Amy J who wrote (75842)3/9/1999 9:14:00 AM
From: gnuman  Read Replies (3) of 186894
 
Amy J, re: "Looks like Intels problems have gone away."
I continue to be amazed at the conclusion that AMD is now "defunct" and no longer a threat to Intel. A conclusion that has been oft posted on this thread for years.
Yes, they admitted the quarter will be lousy, (which they predicted over a month ago), and that they will only ship 5 million K6 in the period. And they'll probably ship only between 20 - 25 million CPUs this year. But let's face it, that's 20 -25% of W/W ships in ‘99.
And Intel maintains their safe projection that Q1 will be down from Q4 due to "seasonality". (They'll still make great profits, something AMD can't do). But where did this "seasonal decrease" in revenues come from? A check will show that Q1'98 was the first time in the past five years that Q1 revenues were lower than the prior quarter.
Could this be the result of new viable competition on the low end? (In fact, it appears that Q2 is more representative of a "seasonal" decrease in revenues).
I have to wonder about the motives of those people who take the position AMD has not impacted Intel. All you need to look at is the pricing models for the past 18 months. I have no doubt that Intel would have been, and still would be, on historic revenue growth curves were it not for AMD.
Does that make me an AMD lover? You be the judge. ;-)
Gene
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