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


To: Elmer who wrote (141636)8/14/2001 11:30:38 PM
From: tcmay  Read Replies (3) | Respond to of 186894
 
SOI, SOI, wherefore art thou?

Elmer writes:

"It IS rather remarkable. With IBM canning AMD I think things are starting to snowball. The Intel 2GHz announcement just underscored the growing disadvantage AMD faces. Intel breaking away, cratering ASPs, no new products in sight, a delayed process, red ink, customers dropping AMD like a leper in a daycare center. You name it... things look bad... Thank God Jerry's still in charge... Best friend Intel ever had..."

Maybe someone convinced Jerry and Ben and Hector that AMD could win a price war because of its superior--so the Droids tell us--manufacturing and design capabilities. Their "We will undercut Intel by 20%" (or was it 25%) strategy is what started this price war. Now they are seeing who can win a price war.

But, like all great tragedies, they are awaiting a deus ex machina waiting in the wings to drop down and lift Jerry to safety.

SOI, SOI, wherefore art thou?



To: Elmer who wrote (141636)8/15/2001 12:20:55 AM
From: Paul Engel  Read Replies (1) | Respond to of 186894
 
Elmer - Re: "the growing disadvantage AMD faces. Intel breaking away, cratering ASPs, no new products in sight, a delayed process, red ink, customers dropping AMD like a leper in a daycare center. "

Amazing what a comeback Intel has made.

I remember last year when SuperDroid SpryGuy was promoting AMD to be used as a Case Study for Harvard's MBA courses.

Yeah - a Case Study in how to Collapse Totally !

Paul