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: Dan3 who wrote (125198)	1/17/2001 8:56:05 AM
From: Mary Cluney	Respond to of 186894

Dan, <<<Looks like costs are going way, way, up for Intel. But in the current market, that's OK, right? It's only in low demand, overcapacity markets that cost becomes a compelling issue for semiconductors.>>> It is better to be lucky, than to be good. Demand is down and costs are (relatively) fixed. It is a great time for a former monopolist to create a new monopoly. Again, I must stress this is not an Intel versus AMD issue. If the dire predictions of the analysts are correct, AMD will be hard put to stay in business. Mary