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

To: Tenchusatsu who wrote (125344)	1/18/2001 12:27:39 AM
From: Joe NYC	Read Replies (1) \| Respond to of 186894

Tenchusatsu, re: ratio of AMD's capital expenditures vs. revenue, So the less AMD earns, the higher your artificial ratio will be Revenues and earnings are 2 distinct terms. I am not saying that it is inherently good to spend on capital equipment, but some people here are under the impression that Intel is somehow outdistancing AMD. If AMD wants 30% market share, but AMD's share of capital spending will only be 16.7% of the total (between Intel and AMD only) How much of the $7.5 billion is solely for CPU? If it is 50% CPU, 50% flash (the same as AMD) we are looking at: $3.75b Intel $1.00b AMD $4.75b combined With AMD share 21% and Intel's share 79%. I would be content with this kind of market share distribution at the end of 2001. then AMD will really have to bet on wishful thinking to achieve their long-standing goal. 14% -> 17% -> 21% seems like a good progression to me. Joe