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

To: THE WATSONYOUTH who wrote (93167)	2/15/2000 1:43:00 AM
From: Charles R	Respond to of 1571405

TWY, <See: Message 12800292 Seems like the non IABG part of Intel lost 1.5 $Billion$ last year. Am I missing something??> You haven't missed much. This has been beaten this to death on this thread at Q4 earnings time. Intel has yet to prove that they can make money outside x86 biz consistently. And the x86 business was flat year over year for Q4. Intel had many dreams outside x86 over the years and very few successes and none of the successes even come close to the scale of the core business. The current dreams happen to be communications acquisition binge, internet forays, and IA64. Couple of years down the road Intel will look like many other companies that tried to diversify and failed. That is one of the biggest reasons why there may not be much price erosion in the high-end MHz CPUs - good for Intel longs and even better for AMD longs.