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.

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

To: Scot who wrote (118572)	6/30/2000 2:25:24 PM
From: dougSF30	Respond to of 1575175

So, why can't Peck see that even if the overall market stops growing, or faces price pressure, that AMD will probably continue to gain market share from Intel? And that at its current market share, it is vastly undervalued? Someone make this month end. Doug

To: Scot who wrote (118572)	6/30/2000 3:16:35 PM
From: Scot	Read Replies (3) \| Respond to of 1575175

To Doug, SI is pooch screwed.... So, why can't Peck see that even if the overall market stops growing, or faces price pressure, that AMD will probably continue to gain market share from Intel? IMO, fear of Willy is holding us back right now. Also, we need earnings to re-tell the story. Finally there is simply a lot of uncertainty in the markets right now, and this stock is still up 5x from its 52. -Scot

To: Scot who wrote (118572)	7/1/2000 7:17:41 PM
From: Charles R	Respond to of 1575175

Scot, <09:18 ET Intel (INTC) 131 3/4: SG Cowen's Drew Peck making cautious comments on INTC saying that the shortage of INTC processors appears to be abating; expects INTC to lose significant market share in chipsets in 2H; seasonal PC demand in 2H will be strong, but 1H2001 is at risk and sees INTC and AMD as short-term opportunities at best.> In the strange world of analysts, Drew Peck carries some clout - I haven't figured out why yet. This guy has completely lost the significance of what Intel has done. Intel has effectively moved incremental chipset production capacity to CPUs. This was a smart move on Intel's part. Instead of duking out the low-margin chipset business with Via, Intel can sell a few more high margin processors. However I agree with the guy about Intel's risk going forward. Chuck