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: Randy Ellingson who wrote (93360)	12/3/1999 4:30:00 PM
From: Road Walker	Respond to of 186894

Randy, re: "What I question is not that they have a horrible track record, which I know they do." All companies screw up. When Intel has an error, it trims a little off their bottom line. When AMD makes a mistake, it plunges them into the red (or farther into the red). Take a look at their balance sheet, AMD's a very risky investment. John

To: Randy Ellingson who wrote (93360)	12/3/1999 5:17:00 PM
From: Joey Smith	Respond to of 186894

Randy, re:I wonder though if perhaps the AMD company hasn't learned a little something about the market, their industry, and how to make money going forward. The question I always have with AMD is how sustainable are any short-term successes. Intel is a good company at reacting to things, and I have a feeling that Intel's response in Q1 will be be swift and strong. You can bet the CuMine volumes will be there along with big price cuts, followed by faster and faster chips. AMD's biggest problem is that Intel's strategy is not to give an inch to AMD no matter what the cost..thus the 10 yr AMD stock trend. joey

To: Randy Ellingson who wrote (93360)	12/3/1999 6:20:00 PM
From: NITT	Respond to of 186894

"a processor product line that appears (key word, I know) poised to effectively compete with Intel in a large part of the market" People seem to forget that AMD has taken the MHZ lead more then once in the past 10 years. They has a 40MHZ 386, a 120MHZ 486, and for the moment they have a slightly faster 6th and a half generation processor - the K7. What has held steady is Intel has successfully introduced a 486, a Pentium, and a soon to be announced double hit of 7th generation 32 bit product line and the first generation 64bit line... while still having the ability to produce a pretty effective offering of 6th and a quarter generation 32bit line. Over the past 10years AMD has not been able to maintain profitablity... why will this change. In the short term, AMD has gone away from the cry "25% less than Intel", and as long as there is a tightness in chip supply this should benefit both AMD and Intel (and I'll argue it helps Intel even more since it just means more profits for every chip shipped). The bottom line is Intel has performed for 10+ years, let's see if AMD can put together 10 months of performance. I hold Intel, but bear no malice toward AMD... only AMD investors should do that. Nitt