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: Road Walker who wrote (114168)	10/17/2000 9:02:19 PM
From: steve harris	Read Replies (1) \| Respond to of 186894

John, Baseball game on PAX network here, screw the debates.... steve

To: Road Walker who wrote (114168)	10/17/2000 9:14:51 PM
From: AK2004	Read Replies (3) \| Respond to of 186894

John we are just trying to digest the info. My reaction to high margins was the same as your's that is if true then that implies no price war yet this "if" bothers me somewhat. Amd is moving up MHz scale while cutting prices yet intel is fairly confident of high margins with 2mil of pIII inventory ???? Intel is also quickly running out of investment portfolio and they would have to make up for 4 billions in capital gains/year which is more than .5/share. Regards -Albert

To: Road Walker who wrote (114168)	10/17/2000 11:33:25 PM
From: Jim McMannis	Respond to of 186894

John, RE:"The AMD folks are missing from the Intel thread tonight. I suppose most are disappointed in Intel's earnings report. I really don't understand, if the market is stronger than was commonly thought, it is a good thing for AMD stock. And the projected gross margin suggest there will be no price war." === Too many people tune into the war between AMD and Intel and take it personally. Apparently this competitive nature permeates the engineering life style. It gets amplified when certain people seek to divide. Truth of the matter is that the best case scenario for AMD is for Intel to do well and AMD to do better. Anything else is a falacy... Jim

To: Road Walker who wrote (114168)	10/17/2000 11:37:20 PM
From: Dan3	Respond to of 186894

Re: . I suppose most are disappointed in Intel's earnings report. Well, this droid has been trying to watch the debates and the game - the game is over now (well, for all practical purposes, anyway - as Costas says they are two outs away from Rivera) and the debates weren't anything new - if you liked Bush, you'll still like him and if you liked Gore you'll still like him. I am very, very, glad that Intel had a good CC and beat estimates. It's great news for the stock of both companies (I hope). Regards, Dan PS - update from the wife - now 9 to 4 Yankees I told you it was over :-)

To: Road Walker who wrote (114168)	10/18/2000 12:00:41 AM
From: fp_scientist	Read Replies (1) \| Respond to of 186894

John, The AMD folks are missing from the Intel thread tonight. I suppose most are disappointed in Intel's earnings report. I think the report was very good. I am afraid that Q4 guidance was not strong enough to get the market out of its current funk. 4 to 8% revenue growth in Q4 over Q3 is modest compared to last year's 12%. I know they said they are trying to be overly conservative ... but this market needs more than this to turn around. fp

To: Road Walker who wrote (114168)	10/18/2000 12:26:15 AM
From: Diamond Jim	Read Replies (1) \| Respond to of 186894

"if the market is stronger than was commonly thought, it is a good thing for AMD stock" You bought amd this week or was that last week? going to hold it, add to it? jim

To: Road Walker who wrote (114168)	10/18/2000 12:29:09 AM
From: Eric K.	Respond to of 186894

John-- Re: The AMD folks are missing from the Intel thread tonight. I suppose most are disappointed in Intel's earnings report. I'm very pleased that Intel's continued successes in the server arena, coupled with AMD's total exit from the non-ubercheap notebook market, allowed Intel to continue to maintain high gross margins and report reasonable results. Frankly, I'm kind of annoyed at Intel for having been so damn bullish at the end of q2. I think they set us all up for a much bigger fall than was necessary by allowing a chunk of s.o.b. analysts to make a minor downward change in the second derivative of the semi upswing rate into the beginning of a semi downturn. -Eric