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: Tony Viola who wrote (95113)	1/6/2000 12:42:00 AM
From: Jim McMannis	Respond to of 186894

You are correct but boxmakers take on different risk... They operate on low margins and there is a lot more competition because the costs of entering the boxmaker field is very low compared to making chips. I don't feel sorry for Gateway. They got what they deserved. Jim

To: Tony Viola who wrote (95113)	1/6/2000 1:22:00 AM
From: Gerald Walls	Read Replies (1) \| Respond to of 186894

p.s., edit, taking a conclusion from the above line of reason, AMD deserves a lot of credit. We all know they need a lot of credit, to continue to operate.

To: Tony Viola who wrote (95113)	1/6/2000 7:13:00 AM
From: Pigboy	Respond to of 186894

Tony, << p.s., edit, taking a conclusion from the above line of reason, AMD deserves a lot of credit. >> i thought AMD copied a lot of what Intel does? ;-) well, except that limo ceo part that Jerry likes. ;-)

To: Tony Viola who wrote (95113)	1/6/2000 7:14:00 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Tony, re: "why is it that I don't feel much remorse for boxmaker companies" I was thinking the same thing when I read the comments from the GTW CFO. Where would GTW be today without Intel's innovations? John

To: Tony Viola who wrote (95113)	1/6/2000 9:26:00 AM
From: Road Walker	Read Replies (1) \| Respond to of 186894

Tony, To me an interesting contrast this morning. - ATHM looks like it will trade up about 5%, because they announced that they are going to provide FREE internet access for phone lines. The President said "The business model in the free ISP space is definatly tough". - Intel looks like it will trade down because the demand for it's chips, which average 54% GM, exceeds supply. Common sense is not a priority on Wall Street these days. John