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


To: Scumbria who wrote (121691)8/3/2000 12:49:11 PM
From: Cirruslvr  Read Replies (1) | Respond to of 1575598
 
Scumbria - RE: "Intel has screwed up launch after launch after launch, and the stock holders haven't suffered too much. They have lapsed into a complacency where they believe this pattern can continue indefinitely."

I can understand the long term holders not caring. This means nothing to them in the long run.

I'd say resorting to saying the reviewers screwed up is pretty desperate.

Facts mean nothing nowadays, huh?



To: Scumbria who wrote (121691)8/3/2000 12:50:21 PM
From: Rob S.  Read Replies (1) | Respond to of 1575598
 
Where this will hurt INTC over time is it will erode their credibility in the most important and highly profitable corporate market. This helps paves the way for AMD's salesmen to break through previously locked doors. I hope Intel keeps up the tactic - despite the short-term effects on the stock price caused by the vapor-hardware announcements. in the long run AMD will benefit by a greater market share in the corporate market where Intel's profit margins have been plus 70%.



To: Scumbria who wrote (121691)8/3/2000 5:02:09 PM
From: Gopher Broke  Respond to of 1575598
 
Intel has screwed up launch after launch after launch, and the stock holders haven't suffered too much

I really wonder what happens now that Intel has investment gains factored in as part of their "revenue". If the market remains depressed will Intel get hammered next quarter for missing their revenue target due to investment losses? Or will they argue that the gains are OK to be treated as revenue but the losses must be treated as one time charges?