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

To: Bill Jackson who wrote (149186)	11/22/2001 2:33:29 PM
From: greg s	Read Replies (1) \| Respond to of 186894

re: Foregone profits = losses errmmm, I would think you would be a bit sensitive about losses ... ROTFLMAO greg

To: Bill Jackson who wrote (149186)	11/22/2001 2:33:42 PM
From: wanna_bmw	Read Replies (1) \| Respond to of 186894

Bill, Re: "Most of Intel's decline in profits occurred in a vain attempt to wipe out AMD" How can you be sure of this? How can you be sure that it wasn't to spark customer demand in a market that had every indication it was falling rapidly. After all, ask yourself whether Intel has more to lose from AMD gaining market share, or a sharply lower total available market. I already know why you can assume Intel lowered prices to compete with AMD, but your assumption doesn't necessarily coincide with reality. Re: "Foregone profits = losses" This is completely wrong. In the case of an economic downturn, lower profits are expected. Ask any of the knowledgable investors here. wbmw

To: Bill Jackson who wrote (149186)	11/22/2001 7:30:52 PM
From: Dave	Read Replies (2) \| Respond to of 186894

Bill, Most of Intel's decline in profits occurred in a vain attempt to wipe out AMD, when AMD had no way to supply much more than the share it has now As I recall, AMD starting the price battle by lowering their prices. Intel countered and lowered theirs, also. AMD cannot continue to lower their prices, instead AMD has to find ways to lower both their fixed costs relating to producing uP and lower the incremental cost of each uP. They need to either figure out how to do that, or find a market niche' in order to regain profitablity... That is why we have all the SH class actions agaainst Intel. Shareholders have also filed suit against AMD....