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

To: BelowTheCrowd who wrote (142422)	8/30/2001 12:16:26 AM
From: Ali Chen	Read Replies (2) \| Respond to of 186894

"I find 90% of the discussion focuses on technical obsurities that are ultimately irrelevant to the average" If you would try to listen to those "technical obscurities", you would not mistakenly consider PCs business as "increasingly commodity". Last time I checked, competition in the PC processor business was massively going out of business, with only 1.5 players remaining in the business. Complexity of PC CPUs has grown to unimaginable level, FABs cost is approaching several $B, process technology is unthinkable, and the barrier for entry is growing higher and higher. "Additional MHz" are just side effects of this technical obscurity. - Ali

To: BelowTheCrowd who wrote (142422)	8/30/2001 12:54:42 AM
From: Bill F.	Read Replies (1) \| Respond to of 186894

brilliant post...

To: BelowTheCrowd who wrote (142422)	8/30/2001 11:02:04 AM
From: Dave B	Read Replies (1) \| Respond to of 186894

Michael, 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. The difference is that when the tide goes out, the company with 80% market share is in a much stronger position than the company with 20% market share when it comes to avoiding being swept out to sea. I don't think we're in disagreement about whether the tide is going out or not -- the point is that AMD/Jerry is going to have a much tougher time competing (witness the recent announcements already that have affected their outlook) and Jerry is going to have to dance even faster than before (to move away from the circus and nautical metaphors) to keep AMD successful, and certainly much faster than Intel management will have to dance. Dave