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: milo_morai who wrote (106574)	8/1/2000 4:07:17 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

Milo, >So Amy your saying Mustang, K8 MP on single Die don't worry you in the least? What about K9? whoops I wasn't suppose to say anything. All vaporware so far. Tony

To: milo_morai who wrote (106574)	8/1/2000 4:13:02 PM
From: Windsock	Read Replies (1) \| Respond to of 186894

Milo Re:"Unhappy Intel shareholder" So sell all your INTC--every last share. And then go short on a bunch of INTC. Put your money where your mouth is. Oh, that's right you don't use your mouth on the keyboard. But you sure don't use your brain either.

To: milo_morai who wrote (106574)	8/2/2000 9:41:00 AM
From: Amy J	Read Replies (1) \| Respond to of 186894

Hi Milo, RE: So Amy your saying Mustang, K8 MP on single Die don't worry you in the least? What about K9? Unhappy Intel shareholder" I don't know if you're expressing your concern for your AMD stock or for your INTC stock, so I'll try to address both stocks. The easy one first: INTC. I think your INTC shares will be great if you're a long-term investor. While AMD has had some excellent releases last year, INTC's threat isn't really AMD right now, but it's the overall market condition of Nasdaq. Interest rates and Greenspan are probably Intel's worse fear. Intel's products are well-positioned moving forward (Willy, IA64, etc.) and I believe Intel will make significant in roads into the Server market, which could be quite a profitable market. I believe AMD is no where near as well-positioned for the corporate Server market. Intel is also well-positioned in the investment area (which has brought a lot of profit to Intel) and Intel is beginning to reposition itself into even higher growth areas than the traditional PC chip industry, like the network communiations area (although, the jury is still out on this - we'll know for sure, when Intel reports this area.) In summary, I'm long-term bullish on INTC. I can never predict the short-term though. I'm a great buyer on the INTC dips, but that works if you're in it for the LT (which I am). INTC is the kind of stock a person can hold through a retraction (which I do). RE: AMD I don't have a sense for how well AMD could do. I also don't know if it is the kind of stock a person can hold in a retraction. An INTC retraction wouldn't concern me, but an AMD retraction would. Here's something Paul said in 1998 about AMD: siliconinvestor.com I myself don't have immediate advice but I do recommend that you be ready to sell AMD when you get near break even or make a decent profit - this stock is like an airplane - it goes up but always comes back down when it runs out of fuel . Paul However, Milo, this theory changes if the demand is high. And supposedly the demand is quite high (even though flash & TCs aren't quite as strong as when folks were in a panic several months ago over the shortages.) The shortages seem to still exist in some type of fashion, so it appears it's alive with some components, barring an economic downturn. I think AMD said (in their CC) they were sold out in some of their product lines, so that would be a good sign for AMD's stock. A tight component environment is a boom to AMD - it raises both boats, however, it's more than that - AMD has experienced a good launch last year and early this year. But I don't think AMD's future is as bright due to Intel's product line-up (IA64, Willy, New markets, etc.), unless the chip demand continues to stay tight (then I believe the future could be quite very bright for AMD even if Intel's new product releases are better - because one can only supply what one can build. I think any spillover in demand could be a big boom to AMD and that makes it tempting to hold AMD). However, I tend to think of AMD as a short-term options stock provided a person invests a small amount into it in order to survive the wild ups and downs and to effectively play the downs. However, as a long-term stock, it's not clear to me that AMD has quite earned the respect of Wallstreet because the big picture is, AMD hasn't really gone anywhere for decades. I do not hold AMD nor AMD options at this time. I wish I could help, but frankly, any stock is at risk . However, I'm much more confident about INTC than any other stock over the long-term. Regards, Amy J