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Technology Stocks : Advanced Micro Devices - Moderated (AMD) -- Ignore unavailable to you. Want to Upgrade?


To: Petz who wrote (37824)4/30/2001 7:41:31 AM
From: Bill JacksonRead Replies (1) | Respond to of 275872
 
Petz, What you say is true, Intel has a lot of fat, fat that will soon be sizzling as they melt it down as they dance on the hot griddle with AMD.
These differentials do indeed make Intel vulnerable. It is the years of fat cash flows that have made all these departments and managers and dogsbodies in corporate empires within the ccompany that do this.
As they try and melt this down alliances and enemies within
Intel will form whose concern is their advantage and not the good of the company. More good employess who do not play their politics well will be driven out and those politicos left behind will lack the creativity to re-invent Intel.
A sad day for Intel looms as we see a new dawn for AMD.

Bill



To: Petz who wrote (37824)4/30/2001 9:52:49 AM
From: xunRespond to of 275872
 
Petz,

Great findings and interesting conclusions. Postings like yours make my lifetime member ship worthwhile and make this thread THE BEST investment message board. Thanks.

panic



To: Petz who wrote (37824)4/30/2001 11:38:27 AM
From: Road WalkerRead Replies (2) | Respond to of 275872
 
John,

In your calculations, you fail to mention that Intel's "other" businesses had a loss of over $1Billion, and that the operating profit from IAG was 32.8% (sales 5.133B - operating profit 1,683B). A price war with AMD affects only IAG.

Your manipulation of the numbers, using what you want and discarding what doesn't fit your scenario is interesting.

John