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Politics : Formerly About Advanced Micro Devices -- Ignore unavailable to you. Want to Upgrade?

To: f.simons who wrote (87181)	1/14/2000 9:49:00 AM
From: Process Boy	Read Replies (1) \| Respond to of 1575883

frank - <The fact is that Intel is becoming a major internet, wireless and communication company, and more and more of its revenues are going to be coming from those sources. It would not surprise me a bit if Intel were out of the PC CPU business within the next 5-7 years, leaving AMD alone in whatever is left of that segment. Intel is moving on, and its movement is relatively non-apparent at this point.> Excellent point! CPU is the core business, but the other areas you mention are projected to grow 50% this year!! I've been posting 30% projected growth in the new businesses segment, because that's the last projection I heard. The 50% growth rate was news to me. PB

To: f.simons who wrote (87181)	1/14/2000 12:21:00 PM
From: Charles R	Respond to of 1575883

Frank, Excellent post! You would have not seen somewhat different kind of posts from me yesterday had you posted this yesterday. <I continue to think, however, that a lot of the criticism of the report on this forum stems from the continued tendency of AMD people to see Intel for what AMD itself is, namely a producer of CPUs and minor peripheral products, including flash. So everyone wants to take out any non-CPU revenues and earnings from the report. The fact is that Intel is becoming a major internet, wireless and communication company, and more and more of its revenues are going to be coming from those sources.> The first micro I programmed was 8080. It is difficult for me to see Intel as a non-micro company. So, I guess one could say that I got my blinders on. With that caveat, I would say this. In spite of Intel's talk about other areas, I doubt that Intel will be talking up this other areas if the core business continued to grow at the pace of the prior years. Clearly IABG is going into a slow growth mode because of AMD. I would say there is a reasonable chance that the revenue growth could be negative for the next 12 months. <It would not surprise me a bit if Intel were out of the PC CPU business within the next 5-7 years, leaving AMD alone in whatever is left of that segment.> I do not. It would be interesting to see if any one else on this thread holds this opinion. <Intel is moving on, and its movement is relatively non-apparent at this point.> May be you are right. May be I got my blinders on like I said but I gotto tell you, as of today, looking at the revenues and profits on the other section of the P&L (other than IABG I mean) tells me that this is wishful thinking at best. Regards, Chuck

To: f.simons who wrote (87181)	1/14/2000 12:24:00 PM
From: tejek	Read Replies (1) \| Respond to of 1575883

I continue to think, however, that a lot of the criticism of the report on this forum stems from the continued tendency of AMD people to see Intel for what AMD itself is, namely a producer of CPUs and minor peripheral products, including flash. So everyone wants to take out any non-CPU revenues and earnings..... Frank, as an investor I would not be too concerned re where the revs came from with the only exception being the stock investment program....stock specking is an inexact science as we all know, and revs can be very variable from quarter to quarter. My disappointment has been and continues to be the lethargic YOY growth of those revenues.....8% may be good for a General Mills or a Xerox but not for new tech. The Street is happy because Intel made its numbers and there does not have to be a selloff. For that I am grateful....my portfolio is up 5-10% this AM but if I owned Intel I would be watching closely those rev numbers going forward. Again congrats.....I see Intel is up 12 and change....do I hear ca-ching, ca-ching on the Intel thread? ;~) ted