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: kash johal who wrote (93383)	12/8/1999 8:57:00 AM
From: Amy J	Read Replies (2) \| Respond to of 186894

RE: "But it would be STUPID of folks on this thread to underestimate how difficult it is to have a leading edge processor/fab/process.chipset etc all come together and perform. In fact this BARRIER to entry is a GOOD thing for AMD and Intel and their shareholders." Kash, Your point is valid and I doubt anyone on this thread dismisses the amount of work which went into developing the processor and into establishing vendor relationships. I am quite (very) impressed, especially given their limited resources. AMD has excellent Sales strategies and methods - something which is not discussed on either threads. However, building products involves more than vendor relationships and short-cut designing. It also involves reliability and high-volume manufacturability, which design short-cuts work against. Having said that, because of the inherently higher margins in higher-end markets, this (higher margin) tends to leave good room for markets which small companies may build upon. This isn't true in the retail market (low margins), but it could be true for the Server market, so I hope Intel responds very aggressively from a Sales standpoint, because AMD does have excellent Sales capabilities. Intel has very good Marketing, while AMD's Marketing is a bit weak (limited resources, etc.), however AMD does have excellent Sales. Anyway, INTC & AMD's competitors (from a financial investment standpoint) aren't really each other, but rather the portals & dot.coms which are creating a large sucking sound in the industry. What is Yahoo's PE? While an Internet revolution is happening which validates large stock growths in dotcoms & portals, at this point, the actual valuations of some of these stocks are in question. Regards, Amy J