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

To: Noel who wrote (142455)	8/30/2001 12:38:40 PM
From: semiconeng	Read Replies (1) \| Respond to of 186894

Intel derives 120% of its profits from its CPU business. Just because Intel bought several companies in other areas, it does not mean that they have been successful in making a transition. Of course, they deserve a lot of credit for trying. --- Thank you. That's all I'm saying. Of course, it's obvious that intel has NOT been successfull at transitioning and diversifying their business..... YET. Maybe Craig Barrett ISN'T the person to do it. Maybe they DO need someone else to make it a success..... Maybe, Maybe, Maybe. But as you say, at least they're trying. There is still a lot in MG's original assertion that the managements of both AMD and Intel may not have what it takes to move their companies to a fundamentally new business model which deals with the commoditization of microprocessors. What you are saying is that Intel has been trying while AMD has not -- no disagreement there. But how do you create new businesses that generate the mind-staggering amounts of cash at 50% margin that only IA32 microprocessors can? ---Like I said, maybe Craig Barret isn't the right person, and I don't think that we're EVER going to see the kind of growth out of semiconductor companies that we've seen in th past.... Forget it, that's gone. In my investment strategy, I'm looking at Long Term sustained GOOD growth, with a medium amount of risk. Am I going to see the same stellar growth that has given the intel stock that I bought in 1983 the rocket returns I've enjoyed since then? Heck no, I'm not that stupid. My point is, for my "Semiconductor/High Tech Investment" portion of my portfolio, if I have a choice between putting my money in "attempting to diversify" intel, or putting it into "we're focusing on Athlon" AMD. I'm going with intel. If others have a different opinion, I don't agree. But more power to them. Semi