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

To: Pravin Kamdar who wrote (147366)	11/11/2001 2:18:54 AM
From: Tony Viola	Respond to of 186894

Pravin. My worst-case analysis is Intel is screwed. Best case, the heat on them will be a lot higher. My analysis says that Intel continues to make money each quarter, while AMD loses money until at least Q3-02. That's because Sanders himself said AMD needs to exceed Q4-01 revenues in Q2-02, and cut costs to be profitable in Q2-02. AMD has the latter under control, albeit it could come down to more demoralizing layoffs. The former is a big stretch because they're hoping for the traditional worst quarter in a year to exceed the traditional best quarter. I don't see it, and I think AMD is doing desperate things to try to get back in the black. What does it tell you when AMD has a 50% stake in a 0.07u, 300mm JV fab, with a combined production capacity greater than 50% of world processor demand? So, what microprocessor vendor has ever benefited from going off to a foundry for part of their production? Cyrix and AMD at IBM come to mind first as NOT. FASL is also in lousy shape right now as AMD's big goal with flash is to merely maintain market share and stop the ASP collapse. Fujitsu has to do everything they can for themselves, and it's screw AMD. UMC will definitely do the same. Those guys are no walk in the park to deal with. Rather be Intel and have everything in my own back yard. Tony

To: Pravin Kamdar who wrote (147366)	11/11/2001 8:54:08 AM
From: Bill Jackson	Respond to of 186894

Pravin, RE: when AMD has a 50% stake in a 0.07u, 300mm JV fab, with a combined production capacity greater than 50% " They prefer to choke on that later, it is too scary to contemplate right now....all their fabs obsoleted :) Bill