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

To: Mary Cluney who wrote (93347)	12/3/1999 1:32:00 PM
From: Tony Viola	Read Replies (3) \| Respond to of 186894

Mary, There are a lot of other aspects to an automobile other than top speed and as we have learned on this thread from Tony, Paul, and others, there are a lot more to a chip than its pure speed - there is also reliability, scalability, market segmentation, compatibility (with motherboards), support, manufacturability and a host of other issues. Thanks for the compliment. We all educate each other, and certainly you are a big contributor in that regard. I woke up this morning thinking of something that's been running around in my head lately. It's pretty obvious to me, by their posts, that the AMD camp loves only one thing more than seeing their beloved AMD stock go up. That, of course, is to see INTC go down. They're not all that way, but a good many are. Now, I've spent most of my career at companies that compete (very closely) with IBM. Every time business got rough and someone started complaining about IBM and their tactics, maybe predatory, someone from our upper management would step and and say 'stop bitching about IBM. They have made, and continue to make, the market we're in. Without them, we would not even be in existence. If we can't compete, it's our fault, because they have put a big standard out there that everyone can make money from.' Same with Intel, and Microsoft. Motorola, National, TI, IBM, Xilog, NEC, none of these companies could set any kind of a standard in PC CPU chips. It would be a totally splintered market without Intel, no part of it would be much worth copying, and AMD would probably only be making comm, flash, FPGA, and other non-MPU type chips. Oops, that might make them better off. Anyone that complains about an Intel, or the old IBM, that puts a huge umbrella out there for others to huddle under and make a lot money, is not seeing things very clearly, to me. Tony

To: Mary Cluney who wrote (93347)	12/3/1999 3:47:00 PM
From: Road Walker	Read Replies (3) \| Respond to of 186894

Mary, re: AMD I agree with virtually everything you said in your post. I wouldn't invest in AMD, in fact I may go short at some time soon. I would take an even money bet that they will screw up within the next two quarters. I wouldn't think of buying an AMD powered computer. Intel is my largest and longest equity holding, and I think the company is, on balance, one of the greatest US companies ever. Still, I'm impressed that this "little guy" can beat mighty Intel in the MP speed race. I can't help it. John

To: Mary Cluney who wrote (93347)	12/3/1999 4:26:00 PM
From: kash johal	Read Replies (1) \| Respond to of 186894

Mary, Re:"This is a "me too" company that has put all its resources into squeeking out a faster chip. It's not like they have come out with a next generation faster chip." You are so clueless its embarrasing. Keep your mind closed and keep talking the same old BS. regards, Kash

To: Mary Cluney who wrote (93347)	12/3/1999 8:48:00 PM
From: Mani1	Read Replies (2) \| Respond to of 186894

Mary Re <<It's not like they have come out with a next generation faster chip.>> LOL, it is EXACTLY THAT! Where have you been? Re <<If you were an automobile manufacturer, I suppose you can put a focus on max speed (forget about accelleration, cornering, stopping, and other performance ratios) and build a car that is faster (top speed) than a BMW, Mercedes, Lexus, etc., but will it be as successful (profitable)?>> This is about as bad as an analogy that I have ever heard. Whether you like it or not, Athlon's core is superior to Pentium's core. This is not really debatable. You may not like AMD as a company or as an investment (most don't) :) but the fact that you do not see the superior core that the Athlon indeed has is a bit strange to me. Mani