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

To: Windsock who wrote (149187)	11/22/2001 3:26:25 PM
From: Paul Engel	Respond to of 186894

Windsock - Re: "I just LMAO everytime Where's Mine Jerry mentions that AMD is going to use a foundary, remembering how Jerry boasted when asked about the fabless design companies "real men have fabs". " I guess that makes Intel "Real Men" - and AMD a bunch of Milli Vanilli Eunuchs ! Paul

To: Windsock who wrote (149187)	11/22/2001 10:54:55 PM
From: Dan3	Respond to of 186894

Re: I just LMAO everytime Where's Mine Jerry mentions that AMD is going to use a foundary, remembering how Jerry boasted when asked about the fabless design companies "real men have fabs". Well, that's the thing about Sanders, and AMD in general. When the business environment changes, or some strategy fails, they adapt to that circumstance and make changes. Compare that to Intel's behavior when it became clear (back in the summer of 1999!) that Rambus wasn't going to deliver on its promise (technically). 2 1/2 years later (next quarter) - they'll react by shipping a DDR chipset. I'd rather see AMD's behavior - starting a new FAB this year, in the present economic circumstances, stopped looking like a good idea. So they reacted right away by changing their plans. Intel would rather piss away an extra $5 Billion than to "lose face." To a degree, this makes sense for them, since their appearance of invincibility is a true business asset. But those $5 Billion "saving face" expenditures start to add up after a while - even for a company as rich as Intel. Sticking with Rambus, Sticking with IA-64, Forcing an early ramp of P4, starting on several 300mm FABs in the current semi environment. Being able to "stay the course" is impressive, but it's also expensive, and you can run out of money.