SI
SI
discoversearch

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: pgerassi who wrote (145392)10/16/2001 4:12:42 AM
From: Amy J  Read Replies (2) | Respond to of 186894
 
Pgerassi, RE: "They want to have their cake and eat it too. Aren't you implying that Intel is uncompetitive without special ongoing subsidies?"

Let's get real, Intel is about to eat AMD's lunch in the next year or so, maybe about when Sanders retires. AMD's products seem like they could max out. Meanwhile, Intel has recently inherited many world-class designers - and Intel's got a solid lock hold on this expertise. The only real issue to Intel's traditional mpu market, is probably VIA. I honestly don't understand why we talk so much about AMD, when VIA is the real potential issue here.

Regards,
Amy J



To: pgerassi who wrote (145392)10/16/2001 5:26:05 PM
From: Robert O  Read Replies (1) | Respond to of 186894
 
Pea you wrote:
'Now we get to the real reason you want to use Pro Forma numbers. Using them makes Intel look worse than AMD. Ah, too bad! Intel is too fragile to compare to others on equal terms, isn't that what you are saying.'

I think you meant to say using them makes Intel look *better* than AMD. Get your screaming conspiracy theory right. <ggg>

RO


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News