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 (138707)	7/6/2001 12:17:25 AM
From: Bill F.	Read Replies (2) \| Respond to of 186894

dan3-now that was a post with some meat in it. well done...intc blew the franchise 2.5 years ago when it installed craig barrett as ceo and he then denied the existence of the sub 1000 pc..they opted to keep margins up to jam the eps and stock price higher..they succeeded,at the expense of the business..barrett and bryant are complete clowns.....this is an 8 dollar stock before its over....

To: Dan3 who wrote (138707)	7/6/2001 12:18:50 AM
From: Paul Engel	Read Replies (3) \| Respond to of 186894

Blow Hard Dan - Re: "AMD can go on forever, adding a new $3 Billion FAB every 5 years, while reporting zero profits." Interesting - in 2005 or 2006 - when AMD adds that next Fab - a 300 MM wafer fab - Intel will have been in production on their first 300 MM wafer fab for about 3 years (starting in 2002) - and will have about 3 300 MM wafer fabs online by then - possibly 4. With Intel out-manufacturing AMD at every corner, AMD will be reporting NEGATIVE PROFITS - not ZERO profits.

To: Dan3 who wrote (138707)	7/6/2001 12:26:16 AM
From: Tenchusatsu	Read Replies (1) \| Respond to of 186894

Dan, I see The Matrix is rewriting itself. "Whoa ... deja vu!" <Intel will also go from mostly selling chips that cost it $20 to make to mostly selling chips that cost it $50 to make.> The Matrix once said there was no way Intel could ever make each chip at $20 a pop. Now The Matrix is saying that Intel has been doing it for quite a while, but in the near future, some major catastrophe will cause that cost to rise by a factor of 2.5. <At this rate, AMD can go on forever, adding a new $3 Billion FAB every 5 years, while reporting zero profits.> The Matrix once convinced the 'Droids that substantial profits are in the bag. Now The Matrix is saying that AMD really doesn't need the profits. I remember two other times in recent history when The Matrix rewrote itself. The first time was the X-Box deal, and the second time was Compaq's announcement last week. Now The Matrix is rewriting itself again, blinding its human captors once again to reality, while the machines continue to feed off the energies of those unsuspecting humans. One of my favorite parts of that movie is when the traitor (whatever his name was) was eating a juicy steak as he was making the deal with the Agent. He knew the steak wasn't real, and he knew that the sensations are just signals being fed to his brain by The Matrix, but he didn't care. He would rather be in that fantasy world than the real world. Remind you of someone? Tenchusatsu