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

To: John Hull who wrote (146504)	10/31/2001 4:06:38 PM
From: wanna_bmw	Respond to of 186894

John, Re: "I guess we have to let AMD get their fill first in that market too since they have capacity...." I'm sure we don't have to remind you that in the mind of the Ferrous Cranus, this statement is exactly true. Sorry you had to waste your breath on him. The rest of us appreciate your posts here. BTW, congratulations on Craig Barrett's Webcast. I thought it was done quite well, and Otellini, Maloney, and Smith all had convincing presentations. Best of luck. wanna_bmw

To: John Hull who wrote (146504)	10/31/2001 4:39:56 PM
From: Tenchusatsu	Respond to of 186894

John, <Have you noticed that AMD only makes money in times of excess processor demand? ... Conversely, they have tended to lose large amounts of money in times of excess supply.> Great response, JH. Not only do you shoot down Dan's assumptions (which seems like a daily exercise), but you also provide a clear viewpoint that looks solid based on the facts. Tenchusatsu

To: John Hull who wrote (146504)	10/31/2001 4:53:05 PM
From: Dan3	Read Replies (1) \| Respond to of 186894

Re: that's nice of you to let Intel get the remainder after AMD has sold out its capacity. I'm just a nice guy. :-) What did you think of my review of Intel's balance sheet? Maybe you can tell us what the heck happened to those profits Intel kept reporting during the past two years.