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

To: Dave who wrote (138883)	7/9/2001 10:27:15 AM
From: t2	Read Replies (1) \| Respond to of 186894

As an Intel Shareholder, however, I would worry about the insolvency of AMD since AMD is basically Intel's "sole" competition in uPs. I had always thought that keeping AMD in business was the master plan.<ggg> Lately, they let AMD get too far in market share and are now in the process of correcting the situation. Have to admit that these guys are very smart in preparing for anti-trust issues. Remember when the Microsoft trial was in the early days and those MSFT witnesses were on the stand. Guess what Intel did after observing the developments in the trial....they worked out a quick deal with the FTC on some matter (forgot the details). That was a great move.

To: Dave who wrote (138883)	7/9/2001 11:11:12 AM
From: COMMON_SENSE	Read Replies (1) \| Respond to of 186894

Why worry about AMD's insolvency, Dave? If AMD were to leave the market because it were insolvent, that would solve the entire matter of Intel's being branded a monopoly. Being the last soldier doesn't necessarily make it different. Look at Boeing making planes, etc. Microsoft is all by itself and is branded a monopoly, but in the chip business it might be looked at differently. Anyway, that step is far along on the chessboard and not too much of a problem today. But I can see a scenario whereby Intel makes a strategic bet on the future and AMD cannot go forward for a lack of cash, and cannot attract a partnership with another firm to go forward together - and Intel loses its last competitor and is dominant in the chip technology. This would be about 30 months from now. I can especially see that clearer right now because I can see that AMD is hurting and bleeding a lot more than they admit, and the market share they are gaining is costing them their future profits and development costs. It makes Intel an even stronger investment if Intel has used it's $13 billion of cash reserve correctly during this phase of their retooling and R&D. I believe a turnaround will occur within the next 12 months due to replacement of Y2K and earlier computers and the advancing technology that needs constant upgrading. That upswing cycle will be the start of a totally new and faster generation of chipsets that are just starting to get into the market now. This is the traditional cyclical nature of the semiconductor industry.