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: John F. Dowd who wrote (111258)	9/25/2000 6:30:20 PM
From: Charles Tutt	Read Replies (1) \| Respond to of 186894

If they can't get their own designs to work, maybe they can sell foundry time to TransMeta and AMD. JMHO.

To: John F. Dowd who wrote (111258)	9/25/2000 6:44:39 PM
From: Tony Viola	Read Replies (2) \| Respond to of 186894

John, a lot of different ideas in your post: The only real concern is that they haven't solved any of their probs i.e. mother board probs, worse than expected yields. Haven't these been fixed, or on the way to being fixed? The PIII has kind of run out of gas though, and they tried to get a little too much out of it. The P4 starts it all over again. It looks to be able to beat everything in clock speed; overall performance is still up in the air. I can't believe that the transmeta chip will threaten INTC in any of its traditional markets. Has INTC ever been big in the sub-compact market or has the sub compact market ever been a big factor in the PC market? Transmeta is going after the notebook (used to be called laptop) market. This is important to Intel. It, along with servers, is the fastest growing of Intel based products right now. Intel is now saying they can be as low power as Transmeta, and some of the big 4 have said they aren't that impressed with Transmeta (I think on the second point). As for AMD how can they be compared to INTC's productive capacity?INTC is very operationally leveraged because of their huge capacity so I am not surprised that they don't hit the ball out of the park every qrtr. especially during this very difficult transition. Doesn't matter. If they can build a better product, people will buy it, and they could take away some market share. e.g., in the network router business, it looks like Juniper Networks is stealing some business from Cisco. I think the folks are being too hard on this pre-announcement of slower than expected Rev. growth. Let us see how badly this top line prob. effects the bottom line. I agree, and I hope that Intel was conservative putting those numbers together, and at least can beat new estimates. Apple did that earlier this year: warn because they couldn't get enough CPU chips from MOT, then they blew out numbers anyway. TV