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

To: Elmer who wrote (133522)	4/27/2001 8:19:45 PM
From: THE WATSONYOUTH	Read Replies (3) \| Respond to of 186894

It's not such a shame being slower than a 1.7GHz P4, everything else on the planet is too. But 18 months from now it will be a disaster. With AMD's price war and the subsequent lowering of ASPs, AMD's one trick pony (Athlon) will not provide the cash flow to fund development of the breadth of products AMD needs to stay competitive. Throw in the slow transition to a .13u process and the lack of a 300mm plan and you have a real problem brewing about 18 months out. No SMP and no server products in a world of permanently depressed desktop ASPs and you have little cash to fund R&D. What can AMD sell off next to infuse cash? How much does Intel pay you to spew out this crap? I guess when Intel cranks up their advertising programs, they include additional money for investment thread FUD as well. THE WATSONYOUTH

To: Elmer who wrote (133522)	4/27/2001 8:41:42 PM
From: Joey Smith	Read Replies (1) \| Respond to of 186894

re:But 18 months from now it will be a disaster. looks like jerry, & the limo he came in on, will be leaving at just the right time....leaving amd shareholders holding the bag!

To: Elmer who wrote (133522)	4/28/2001 12:16:16 PM
From: Paul Engel	Respond to of 186894

Elmer - Re: "AMD's one trick pony (Athlon) will not provide the cash flow to fund development of the breadth of products AMD needs to stay competitive. Throw in the slow transition to a .13u process and the lack of a 300mm plan and you have a real problem brewing about 18 months out. No SMP and no server products in a world of permanently depressed desktop ASPs and you have little cash to fund R&D. What can AMD sell off next to infuse cash?" Good points. And they will all probably come true. Except in the little mind of SpryGuy ! Paul