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: Dave B who wrote (142390)	8/29/2001 4:04:46 PM
From: GVTucker	Read Replies (1) \| Respond to of 186894

Dave, RE: Jerry has been competing in a "rising tide" market for the last 20 years. To be fair, the tide wasn't rising for a lot of the 80's, particularly the middle years.

To: Dave B who wrote (142390)	8/29/2001 4:17:43 PM
From: willcousa	Read Replies (1) \| Respond to of 186894

The main folks Jerry has to convince right now are his Board and his bankers. He has been in this spot before and succeeded. None of this will necessarily help the poor shareholders. I was in the shareholder boat with Jerry once and vowed never again. That was a long time ago. I think the best description for Jerry is to liken him to PT Barnum.

To: Dave B who wrote (142390)	8/29/2001 8:29:30 PM
From: BelowTheCrowd	Read Replies (3) \| Respond to of 186894

I rarely participate in this thread because I find 90% of the discussion focuses on technical obsurities that are ultimately irrelevant to the average (or even above average) user or investor. That one I've got to respond to. Yes, Jerry has competed in a "rising tide" environment, and his success has to some degree reflected that. Whether he has the experience necessary to keep his company going in an environment where PCs are increasingly a commodity and additional MHz increasingly unneeded. However, consider what this says about Intel. They've benefitted from the same rising tide. And they'll have to figure out a way to remain as strong a company as the tide ebbs. The 50+% margins of the past are gone. The pricing they've just announced pretty much confirms that. And as an investor, I would ask the same question about Intel as you do about AMD. Do these people have the experience to run a company in a business that is no longer a "hot growth" area? I don't think any conclusion is possible yet. And until that question is answered, the stock will languish, regardless of what AMD does. At this point the most important competitor for both AMD and Intel may very well be the processor that's already on your desk. I'm successfully running XP on numerous processors down to 300Mhz. For normal business purposes I see no reason to upgrade the machines. That's the real challenge to both these business. Currently no position in either. mg

To: Dave B who wrote (142390)	8/30/2001 4:36:25 PM
From: Mary Cluney	Read Replies (1) \| Respond to of 186894

Dave,<<<Jerry has been competing in a "rising tide" market for the last 20 years. I believe the greatest challenge of his career is actually still ahead of him at this point. It'll be interesting to see how he handles the next 2 to 3 years and how much his experiences "help" >>> He certainly has his work cut out for him, but his experience will definitely help. He has been there (ebb tide) before and will do whatever is needed to survive. But, he also knows the tide will rise again, something a lot of the kids on this thread can't seem to quite grasp. Welcome back to this thread. Good to have some fresh well thought out points of view. Mary