Silicon Investor (SI) -- The First Internet Community

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.

Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: Tenchusatsu who wrote (69730)	8/24/1999 2:40:00 PM
From: Charles R	Read Replies (1) \| Respond to of 1573822

Tenchusatsu, <Craig is more worried about continuing to make a massive corporation grow by 20% a year, which isn't going to happen without diversification.> I have heard many companies give that line over the year and can't think of many that actually delivered on that diversification promise. Almost always it is a losers game. Stock holders are better served if the company buys back stock instead of investing in the new "diversified" areas. Chuck P.S.: Check Intel's P&L, Intel's microprocessor product lines contribute to >100% of Intel's profits - that should tell people something.

To: Tenchusatsu who wrote (69730)	8/24/1999 4:15:00 PM
From: Charles R	Respond to of 1573822

Tenchusatsu, Here is an influential analyst that agrees with what you say. Doesn't sway my thinking but thought it was a good post nonetheless. mdronline.com@19748592jjngjf/slater/perspective/1311sp.html Chuck

To: Tenchusatsu who wrote (69730)	8/24/1999 5:01:00 PM
From: Ali Chen	Read Replies (2) \| Respond to of 1573822

Ten, <Once again, why hasn't Merced been cancelled? Seems like an awful amount of resources being poured into a product...> I guess you answered your question yourself. You can't just cancel a project of such magnitude. When it become clear that it is likely a flop, you would delay and delay it first, to keep investors on hope. With $BB in granted stock options, Intel cannot afford the stock to tank. Therefore you are keeping promises while working like crazy on the substitution project McKinley. IMHO.