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To: wanna_bmw who wrote (141123)8/8/2001 11:45:00 PM
From: Dan3  Read Replies (2) | Respond to of 186894
 
Re: unless Intel is flushing all their money down the toilet, the investments that they are making now in manufacturing and acquisitions are bound to help them in the future

They've outspent AMD almost 8 to 1, but AMD still beat them to copper by well over a year and now AMD looks like it will beat them to SOI by even more. As Intel outspent AMD 8 to 1, AMD increased its market share from 12% to 22%.

Their latest line is to say that TI isn't moving to SOI yet, either.

TI has consistently been about 2 years behind the elite FABs of Intel, IBM, and AMD in the past. Now, despite the disappearance of $10 Billion "invested" over the past year, Intel has left the high end FAB company of IBM and AMD to join the low end technology laggards like TI.

Intel used up a significant part of its value as a company in a crazy crusade to make Rambus Inc. rich.

Now it looks like they're getting ready to do it again as they attempt to force all of their customers to socket 478.

I think Intel has been (to use your words) "flushing" away its assets, and it looks like they're determined to continue the practice.



To: wanna_bmw who wrote (141123)8/9/2001 3:21:08 AM
From: Amy J  Respond to of 186894
 
Hi Wanna_BMW, RE: "Dan...it sounds like you're trying to say that running out of money would put Intel at a disadvantage"

There's a fine line between spending down assets for fabs, investing in Intel's future - and - bankruptcy.

A good CEO never even gets close to crossing that line.

Welcome to the thread. I like your alias.

Regards,
Amy J



To: wanna_bmw who wrote (141123)8/9/2001 3:26:14 AM
From: Gary Ng  Respond to of 186894
 
wanna_bmw, Re: I am at a loss to explain any other reason why someone would waste so much time, just to discredit another company for fun.

Strange things happened on this and the AMD thread. I remembered there once were a number of people on the AMD thread praising AMD making anyone believe that they have a heavy position and turned out that many of them didn't and only some of them had some short term call options.

gary


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