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


To: tejek who wrote (78351)11/2/1999 5:45:00 PM
From: Tenchusatsu  Read Replies (1) | Respond to of 1571068
 
Ted, <Intc longs go on and on about how intc's profits and revs and execution is better. What basically concerns AMD longs is how the company's products are competing with intc's products.>

Interesting point here. Yeah, I guess us INTC longs are only interested in trivial stuff like profits, revenues, and execution. What really matters is how fast my 3D Studio MAX runs, right?

Good products are a means to an end, but good products alone won't cut it. This is a forum for investors first, and techies second. The end is profits and return-on-investment here, not (necessarily) how great the products are.

For example, on the ZDNet Talkback Forums, the responses to the tech articles are heavily pro-AMD, since it's generally assumed (erroneously, of course <G>) that AMD's products are better than Intel's, or that Intel is an "un-American Evil Empire" that needs to be stopped. But the responses to the investment articles are heavily pro-Intel because of Intel's favorable execution and financials. When the focus of the subject changes, the opinions can change rather dramatically.

Tenchusatsu

P.S. - Sorry if I got riled up.



To: tejek who wrote (78351)11/2/1999 6:09:00 PM
From: f.simons  Read Replies (2) | Respond to of 1571068
 
>>What basically concerns AMD longs is how the company's products are competing with intc's products.<<

But being long implies you own the stock. If you own the stock, you do so to make money. Or am I missing something?
If your company doesn't make money, talk about how great its products are. Isn't MONEY the reason you are all on this thread? Isn't the prospect of making money on your AMD stock the reason you own it?
With all due respect, it seems to me that those who see that the purpose of owning a stock is to make money, not to brag about how good their products are, are the ones that see the big picture a lot better. Both AMD and INTC make great products. Only one of them makes money. Simple stuff.