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: AK2004 who wrote (107252)	8/10/2000 3:01:24 AM
From: Joey Smith	Read Replies (2) \| Respond to of 186894

Albert, I see your posting on a regular basis now. welcome back. My point to Jim was that if AMD wants to play the FAB game, they better have predictable customer markets to sell into. They're hardly there now. No corporate exposure right now, and most likely through the rest of this year, from latest press releases. IBM/HP/GTW seem to use AMD only when it fits their short-term needs. Hardly reliable partners. CPQ seems to be the only dependable OEM. I dont give much possibility to jerry's prediction of 30% share next year. Wall St. likes Intel since its a market leader with predictable earnings and behavior. Intel wont let AMD hve much more than 20% share without fighting back (i.e. slash prices). I haven't seen anything lately to make me change my view. All that said, I also own AMD stock since oligopolies usually perfom well in high-demand markets <g> Joey