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

To: Yougang Xiao who wrote (106748)	4/19/2000 2:05:00 AM
From: ptanner	Read Replies (1) \| Respond to of 1585108

RE: WSJ Article - <In the first quarter, Intel reported $449 million in net gains on its portfolio.? Wow. And this included taking $500M in profits (off-the cuff guess of cap gains versus interest)! Perhaps their cap gains are more sustainable than I had wondered in an earlier post. Of course, this was before the recent meltdowns which were particularly hard on internet related stocks. I will try to look at the numbers for Intel Capital Group before any more comments. (Oh, and listen to two CC!) PT

To: Yougang Xiao who wrote (106748)	4/19/2000 2:11:00 AM
From: ptanner	Read Replies (1) \| Respond to of 1585108

RE: WSJ - <While he argued that Intel's competitive position is as strong as it has ever been, he said prices won't rise "because we do have competition, and we intend to be competitive in every segment of the marketplace."> So Intel will compete with Via on the really low end as well, assuming Via gets a product out in volume? Via certainly had some aggressive unit goals but I am glad AMD won't be trying to compete in the $35 processor space which will be a new low low end. Competition is very good, especially when AMD doesn't have to cover the entire front alone. PT