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

To: Mary Cluney who wrote (149242)	11/23/2001 3:36:22 PM
From: wanna_bmw	Respond to of 186894

Mary, Re: "They don't mislead themselves so much , however, that they actually invest in AMD themselves. They only encourage others to invest in AMD. That really stinks." That always mystified me how some of the AMDroids pump up AMD stock so much, yet they never invest in AMD themselves. It is the true definition of the cheerleader. They have no real stake in the company, but are somehow lead to believe that they do. I agree that the concept is rather sickening. wbmw

To: Mary Cluney who wrote (149242)	11/23/2001 3:52:01 PM
From: Dave	Respond to of 186894

Mary, While true, the grim reaper will appear for AMD. AMD must regain profitablity and start increasing their Operational Cash Flows (OCF) (BTW, I use OCF and CFO interchangably). If not, they will continue to issue shares (in lieu of debt), thereby increasing the float with really nothing to show for. If AMD fails, it really is not because of Intel; AMD shot themselves in the foot. AMD could've been the sole source supplier to Compaq for the K5, instead AMD dropped the ball. AMD could've hurt Intel badly with the K6, instead they couldn't get decent yields, initially. The opportunities have come and gone for AMD. This is how I view the computer desktop market which encompasses several segments... (1) Corporate PCs (2) Home PCs (3) Workstations/Servers For corporate PCs, corporations are interested in cost and reliablity. Whoever focuses on a low cost, single chip solution will greatly reduce overall prices. While profit margins will not be the greatest, AMD could make it up on volume since most corporations upgrade 1/3 of their computers every 3 years. Upgradablity? Fuggetaboutit. Corporations want CHEAP.... However, add TMTA's technology and users might be able to dabble a bit. Additionally, if AMD chooses to leapfrog, perhaps adding DRAM to the chip itself... For Home PCs, the *average* user is interested again in Cheap. I believe that is a good portion of the market, however w/i the Home PC market are the "gamers". Of course my sample size is small, I would stereotype most PC gamers being astute enough to assemble their own computer. Highend Workstation/Server? My "one chip do all" won't be able to compete in that segment. AMD let's Intel have it and compete against the likes of IBM and Sun (who, BTW, are quite formidable competitors) Now, why do I believe AMD could compete in this market segment? The reason is that Intel never announced the "one chip do all"; instead Intel wants multiple chips. Technically, Intel does not want to be forced into competition in the low end, however they will compete with older chips not to cede any marketshar therefore forcing their corporate structure to accept lower overall profits. Now, for this "all in one" chip, as I stated before, it should use TMTA's technology (i don't know much about it, but was under the impression the SW inside the chip could be upgraded). Video, I/O and instructions all reside within the chip. Maybe it will perform like a Media Gx? Maybe not. One of the reasons the Media Gx sucked was b/c of that "Bigfoot" drive they used (it was quite pathetic). Perhaps, some R&D on how to get DRAM on the chip itself. Then use their MB relationships and they might have a cost effective product with an all in one solution for a price below $200. Next, who should AMD market this chip to? Do you really think Dell would be interested? Absolutely not. They need to go to a large computer vendor (for instance Micron Electronics, however that was sold) who is hungry to start taking the corporate market from Dell. That is, precisely, how AMD could survive, IMHO. Since performance isn't truly an issue, this could be fabbed elsewhere, flooding the market. Can any of you technies tell me how big a uP that I described would be?