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

To: djia101362 who wrote (118514)	11/20/2000 4:44:18 AM
From: Eric K.	Respond to of 186894

Re: But the most important thing to remember is the mainstream still prefers Intel for whatever reason. AMD may have faster chips clock for clock but the public at large could care less. I believe people said that about Honda and Toyota twenty years ago. You seem to forget that AMD has seven years of performance-rated or inferior-fpu-containing or otherwise flawed cpus and one year of Athlon. Why would Intel's reputation disappear in one year because its competitor was finally able to execute on a good design? You're mistaken in thinking that if AMD maintains parity in the desktop arena and expands to having equal offerings in the mobile and multiprocessor segments, its reputation, quality of branding, and stock p/e premium will not also rise to parity with Intel's. Please spare me the "Intel's research budget is x times greater than AMD's." I'll take one highly motivated engineer over seven complacent ones of equal intelligence any day. How many engineers does it take to actually design a processor? It's a lot, but not anywhere near the research budgets of either of these companies. Moreover, AMD seems to be doing fine licensing some of the manufacturing and process R&D from other companies. As to AMD's stock, it's still up over 100% since the Athlon launch, and doesn't look at all shabby put back-to-back against the SOX, or INTC for that matter: finance.yahoo.com -Eric