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.

Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Lyle Bean who wrote (92407)	11/14/1999 4:13:00 PM
From: puborectalis	Read Replies (2) \| Respond to of 186894

Intel allows AMD to survive to avoid the same type of monopoly problems that MSFT's going through.

To: Lyle Bean who wrote (92407)	11/14/1999 8:05:00 PM
From: Mary Cluney	Read Replies (2) \| Respond to of 186894

Lyle,>>>Nobody here can arque that AMD is gaining ground. That is an absolute fact.<<< It is deja vu all over again. We have heard this story before. Remember K6? Remember K5? Now it is K7 (or Athlon or whatever). But did you ever wonder why the guy who is credited with designing the K7 left the company? Would he leave the company if it were going to be a big hit? Isn't this like insider selling (in a big way)? Nevertheless, this is what Ashok Kumar at Piper Jaffray had to say: "`I don't know why analysts would believe what this clown company has to say,...Maybe they will hit two quarters, and then they will blow up." biz.yahoo.com Mary

To: Lyle Bean who wrote (92407)	11/14/1999 9:32:00 PM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Lyle, <Nobody here can arque that AMD is gaining ground. That is an absolute fact.> "Absolute fact" if you discount the fact that Intel's Celeron has been regaining the marketshare originally lost to AMD K6-2. "Absolute fact" if you discount the fact that Intel has been responding very well to competitive pressure from Athlon with the new Pentium III (Coppermine) core. "Absolute fact" if if you ignore Intel's upcoming Merced and Willamette processors. "Absolute fact" if you ignore that AMD has been losing money for quite a while now. But I guess it all depends on your definition of "absolute fact." Tenchusatsu