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Technology Stocks : Intel Corporation (INTC) -- Ignore unavailable to you. Want to Upgrade?

To: Scumbria who wrote (113536)	10/14/2000 10:12:38 AM
From: Elmer	Respond to of 186894

Re: "Didn't AMD just complete the best 4 consecutive quarters in their history? They must be doing something right. They are up over 100% for the last 12 months. INTC is flat for the same period, and AMD is blowing past Intel in manufacturing affordable, high speed CPU's" So Scumbria are you fully invested in AMD? EP

To: Scumbria who wrote (113536)	10/14/2000 1:00:30 PM
From: The Duke of URL©	Respond to of 186894

Didn't AMD just complete the best 4 consecutive quarters in their history? They must be doing something right. They are up over 100% for the last 12 months. Andy Grove just gave a talk recently. He said something like with the market the way it is, growth will have to be funded, "internally". And in a completely unrelated event, and I haven't looked to closely, I am wondering where the expenses for the 2-6 BILLION Dollars Dresden cost was on AMD's financial statement, maybe the German Government just gave it to them, I do remember the CFO(?) at the conference mentioning something about being able to defer certain expenses from this quarter to next quarter. GAAP doesn't require amortization to begin until a plant is put in service, anyway.

To: Scumbria who wrote (113536)	10/14/2000 1:45:49 PM
From: f.simons	Read Replies (1) \| Respond to of 186894

Scumbria- Didn't AMD just complete the best 4 consecutive quarters in their history? Yes. They must be doing something right. They are doing a lot of things right. They are up over 100% for the last 12 months. INTC is flat for the same period AMD was up 700% at one point. So AMD is down 600% of it's EOY 1999 to its 2000 high. Intel was up to 75 at its high for 2000 and is currently off less than 50% of its 2000 gain. Proving once again that you can prove anything if you pick your time frame. AMD is blowing past Intel in manufacturing affordable, high speed CPU's. I notice you didn't include "profitable" or "margins" in your description and AMD's ASP last quarter are probably the reason. Look, AMD is a very different company than it was a year ago, and credit should be given for that. I think that the problems AMD is currently experiencing in its share price has to go with a lot bigger perception problem than has been talked about a lot, but which weighs heavily on investors, including the all-important institutional investors. And that is that I don't think most rational people have a hard time seeing the future out to many years out as including Intel. But can you say the same for AMD? Intel catches a lot of flak on the AMD threads for investing in so many non-core companies. But the perception is that Intel is going to own a big chunk of the future, even if not all its investments contribute to Intel's bottom line right away. Even if a lot of them never do. Can you honestly say the same for perceptions regarding AMD? What happens when CPUs become commoditized, a result that AMD is striving mightily to achieve. What happens when AMD makes a 15 Mhz chip, and nobody needs it? What comes next? If AMD has a plan for the future besides making faster and faster CPUs and selling them for less and less money, we haven't seen it. Sorry for the rant, but those looking for a reason for AMD's share price woes might start by looking beyond simple Mhz considerations. Investors are. Frank